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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 10    1
Total shares held : 
2,817,166  
% of shares held : 
31.3%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  4  
Amount of shares held : 
557,842  
% of shares held change : 
  6.2%  
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
 221,986
 7.88%
 
Increased Positions :
6
 369,177
 13.1%
 
Unchanged Positions :
1
 0
 0%
 
Decreased Positions :
1
-237
-0.01%
 
Closed Positions :
3
-33,084
-1.17%
 
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. 217 - 2023-12-31 1,236,959 $31,196,000 166,199
   Swan Wealth Advisors Inc. 13 - 2023-12-31 1,236,959 $31,196,000 166,199
   SYKON CAPITAL LLC 13 *New 2023-12-31 218,401 $5,508,000 218,401
   COMMONWEALTH EQUITY SERVICES LLC. 2396 - 2024-03-31 30,137 $788,000 -18,822
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 106 - 2024-03-31 20,882 $546,000 -224
   OLD MISSION CAPITAL LLC 652 - 2023-12-31 17,172 $433,000 17,172
   Advisor Group Holdings Inc. 3282 - 2023-12-31 16,652 $420,000 -237
   LINCOLN NATIONAL CORP - 2024-03-31 11,423 $299,000 -5,950
   Coastal Investment Advisors Inc. 462 - 2024-03-31 4,500 $118,000 4,500
   ADVISORY SERVICES NETWORK, LLC 1687 *New 2023-12-31 3,585 $90,000 3,585
   PROEQUITIES INC. - 2024-03-31 0 $0 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 5957 *Closed 2023-12-31 0 $0 -8,655
   CITADEL ADVISORS LLC 6434 *Closed 2023-12-31 0 $0 -19,929

  13 Records found
  1    
  Page 1 of 1
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