Lpl Financial LLC Pacer Fds Tr Swan Sos Moderate Transaction History
Lpl Financial LLC
- $320 Billion
- Q3 2025
A detailed history of Lpl Financial LLC transactions in Pacer Fds Tr Swan Sos Moderate stock. As of the latest transaction made, Lpl Financial LLC holds 27,036 shares of PSMJ stock, worth $855,148. This represents 0.0% of its overall portfolio holdings.
Number of Shares
27,036
Previous 30,045
10.01%
Holding current value
$855,148
Previous $911,000
6.37%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding PSMJ
# of Institutions
26Shares Held
5.25MCall Options Held
0Put Options Held
0-
Swan Global Investments, LLC Durango, CO2.47MShares$78.2 Million3.58% of portfolio
-
Pacer Advisors, Inc. Malvern, PA2.47MShares$78.2 Million0.23% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ65.8KShares$2.08 Million0.0% of portfolio
-
Kestra Advisory Services, LLC43.7KShares$1.38 Million0.01% of portfolio
-
Rockefeller Capital Management L.P. New York, NY28.3KShares$895,4450.0% of portfolio