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Get Institutions for : 
Pacer Swan Sos Moderate (july) Etf (PSMJ)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 18    2
Total shares held : 
3,299,996  
% of shares held : 
3.67%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -4  
Amount of shares held : 
368,254  
% of shares held change : 
  0.41%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
3
 48,321
 1.46%
 
Increased Positions :
4
 610,909
 18.51%
 
Unchanged Positions :
5
 36,762
 1.11%
 
Decreased Positions :
6
-17,614
-0.53%
 
Closed Positions :
5
-273,362
-8.28%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Swan Wealth Advisors Inc. 11 - 2024-03-31 1,741,839 $45,688,000 263,639
   Pacer Advisors Inc. 200 - 2024-03-31 1,741,839 $45,681,000 263,639
   LINCOLN NATIONAL CORP 439 - 2024-03-31 49,771 $1,305,000 4,178
   Kestra Advisory Services LLC 1182 - 2024-03-31 41,162 $1,080,000 745
   Rockefeller Capital Management L.P. 1347 - 2024-03-31 28,310 $742,000 3,617
   CITADEL ADVISORS LLC 3360 - 2024-03-31 28,104 $737,000 28,104
   Orion Portfolio Solutions LLC 1367 - 2024-03-31 14,893 $391,000 4,011
   Ameritas Advisory Services LLC 662 - 2024-03-31 13,300 $349,000 13,300

  8 Records found
  1    
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