Core Wealth Advisors, Inc. PSFF Holdings History
Core Wealth Advisors, Inc.'s Pacer Swan SOS Fund of Funds ETF Holding Summary
As of 2025-03-31, Core Wealth Advisors, Inc. held 143,234.00 shares of Pacer Swan SOS Fund of Funds ETF(PSFF), totaling $4.09 Mil. This investment constitutes 1.3% of their stock portfolio, and Core Wealth Advisors, Inc. now holds 0.95% of the outstanding Pacer Swan SOS Fund of Funds ETF(PSFF) stock.
The initial trade took place in 2024Q4. And since then Core Wealth Advisors, Inc. has made 2 purchases of PSFF, at an average price of $29.17, for a total of 143,234.00 shares. Based on historical transaction data and PSFF's current price of $30.39, Core Wealth Advisors, Inc.'s estimated gain on his PSFF holdings is $174,369.66, reflecting a 4.17% gain to date.
Core Wealth Advisors, Inc. PSFF ($30.39) Holding Chart
Core Wealth Advisors, Inc. PSFF ($30.39) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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