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 43,008 shares of PSMR stock, worth $1.26 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
43,008
Previous 56,706
24.16%
Holding current value
$1.26 Million
Previous $1.61 Million
21.96%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding PSMR
# of Institutions
16Shares Held
5.42MCall Options Held
0Put Options Held
0-
Swan Global Investments, LLC Durango, CO2.51MShares$73.8 Million3.37% of portfolio
-
Pacer Advisors, Inc. Malvern, PA2.51MShares$73.8 Million0.22% of portfolio
-
Anfield Capital Management, LLC Newport Beach, CA92.5KShares$2.72 Million0.86% of portfolio
-
Susquehanna International Group, LLP Bala Cynwyd, PA72.4KShares$2.13 Million0.0% of portfolio
-
Brass Tax Wealth Management, Inc Cincinnati, OH46.9KShares$1.38 Million0.23% of portfolio