Steward Partners Investment Advisory, LLC Pacer Fds Tr Swan Sos Fd Of Fd Transaction History

Steward Partners Investment Advisory, LLC

$16.6 Billion
Q3 2025

A detailed history of Steward Partners Investment Advisory, LLC transactions in Pacer Fds Tr Swan Sos Fd Of Fd stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 2,056 shares of PSFF stock, worth $65,216. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,056

Previous 3,691 44.3%

Holding current value

$65,216

Previous $112,000 42.86%

% of portfolio

0.0%

Previous 0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$30.43 - $31.63 $49,753 - $51,715	-1,635 Reduced 44.3%	2,056 $64,000
Q2 2025 Aug 12, 2025	SELL	$26.82 - $30.48 $24,915 - $28,315	-929 Reduced 20.11%	3,691 $112,000
Q1 2025 May 13, 2025	BUY	$28.22 - $30.06 $846 - $901	30 Added 0.65%	4,620 $131,000
Q4 2024 Feb 06, 2025	SELL	$28.48 - $29.56 $9,683 - $10,050	-340 Reduced 6.9%	4,590 $134,000
Q3 2024 Nov 14, 2024	BUY	$27.17 - $28.74 $2,907 - $3,075	107 Added 2.22%	4,930 $141,000

Q2 2024 Aug 08, 2024	BUY	$26.43 - $27.84 $127,471 - $134,272	4,823 New	4,823 $134,000

Others Institutions Holding PSFF

# of Institutions

Shares Held

15.5M

Call Options Held

Put Options Held

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About PACER FDS TR SWAN SOS FD OF FD

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Steward Partners Investment Advisory, LLC Pacer Fds Tr Swan Sos Fd Of Fd Transaction History