Lpl Financial LLC Pacer Swan Sos Flex (January) Transaction History
Lpl Financial LLC
- $320 Billion
- Q3 2025
A detailed history of Lpl Financial LLC transactions in Pacer Swan Sos Flex (January) stock. As of the latest transaction made, Lpl Financial LLC holds 18,327 shares of PSFD stock, worth $670,768. This represents 0.0% of its overall portfolio holdings.
Number of Shares
18,327
Previous 21,025
12.83%
Holding current value
$670,768
Previous $728,000
8.65%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding PSFD
# of Institutions
19Shares Held
1.66MCall Options Held
0Put Options Held
0-
Pacer Advisors, Inc. Malvern, PA656KShares$24 Million0.07% of portfolio
-
Swan Global Investments, LLC Durango, CO656KShares$24 Million1.09% of portfolio
-
Envestnet Asset Management Inc77.2KShares$2.83 Million0.0% of portfolio
-
Camarda Financial Advisors, LLC Fleming Island, FL75.8KShares$2.77 Million1.17% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ53.2KShares$1.95 Million0.0% of portfolio