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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 13    1
Total shares held : 
2,873,604  
% of shares held : 
0.32%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -1  
Amount of shares held : 
693,923  
% of shares held change : 
  0.08%  
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 :
2
 29,302
 1.02%
 
Increased Positions :
3
 677,455
 23.58%
 
Unchanged Positions :
3
 1,635
 0.06%
 
Decreased Positions :
5
-11,934
-0.42%
 
Closed Positions :
1
-900
-0.03%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Pacer Advisors Inc. 164 - 2024-03-31 2,325,654 $62,986,000 980,865
   Swan Wealth Advisors Inc. 6 - 2024-03-31 2,325,654 $62,979,000 980,865
   SYKON CAPITAL LLC 12 *New 2024-03-31 215,244 $5,830,000 215,244
   COMMONWEALTH EQUITY SERVICES LLC. 1712 - 2024-03-31 79,907 $2,164,000 25,434
   Advisor Group Holdings Inc. 2189 - 2024-03-31 42,942 $1,163,000 -1,541
   OLD MISSION CAPITAL LLC 638 *New 2023-12-31 18,032 $466,000 18,032
   CITADEL ADVISORS LLC 3867 - 2023-12-31 14,619 $378,000 -6,960
   LINCOLN NATIONAL CORP 875 *New 2024-03-31 12,741 $345,000 12,741
   WOLVERINE TRADING LLC 901 *New 2023-12-31 11,270 $291,000 11,270
   H D Vest Advisory Services 1464 - 2024-03-31 8,323 $225,000 -1,775
   Sutton Wealth Advisors Inc. 101 - 2023-09-30 8,944 $217,000 0
   Cornerstone Wealth Group LLC 230 *New 2024-03-31 7,724 $209,000 7,724
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 381 - 2024-03-31 1,452 $39,000 -48
   Coastal Investment Advisors Inc. 614 - 2024-03-31 900 $24,000 900
   PRINCIPAL SECURITIES INC. 1945 *New 2024-03-31 800 $22,000 800
   UBS Group AG 6429 - 2023-12-31 157 $4,000 157
   DHJJ Financial Advisors Ltd. 516 - 2024-03-31 135 $4,000 0
   Anfield Capital Management LLC 359 *Closed 2024-03-31 0 $0 -29,259
   PROEQUITIES INC. 10027 - 2024-03-31 0 $0 0

  19 Records found
  1    
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