Q4 2024 13F Holders as of 31 Dec 2024
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Type / Class
-
Equity / SWAN SOS MODRTE
-
Total 13F shares
-
4,932,191
-
Share change
-
-374,715
-
Total reported value
-
$140,204,380
-
Price per share
-
$28.43
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Number of holders
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21
-
Value change
-
-$10,537,398
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Number of buys
-
5
-
Number of sells
-
11
Institutional Holders of PACER FDS TR - SWAN SOS MODRTE (PSMJ) as of Q4 2024
As of 31 Dec 2024 PACER FDS TR - SWAN SOS MODRTE (PSMJ) had 21 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 4,932,191 shares of stock of the company.
Largest 10 holders included Pacer Advisors, Inc., Swan Global Investments, LLC, OSAIC HOLDINGS, INC., OLD MISSION CAPITAL LLC, LPL Financial LLC, Kestra Advisory Services, LLC, COMMONWEALTH EQUITY SERVICES, LLC, Cambridge Investment Research Advisors, Inc., Rockefeller Capital Management L.P., and Anfield Capital Management, LLC.
This table shows 21 institutional shareholders of the security as of 31 Dec 2024.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.