Summit Wealth Partners, LLC
Position in PSFF — Pacer Swan SOS Fund of Funds ETF
CIK 2033312
Orlando, FL
All Filings in PSFF
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-09-30 PSFF | $310,708 | 10,811 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 PSFF | $300,437 | 10,811 | Shares | Sole | 2024-09-11 | |
| 2024-03-31 PSFF | $292,005 | 10,811 | Shares | Sole | 2024-09-11 | |
| 2023-12-31 PSFF | $279,788 | 10,811 | Shares | Sole | 2024-09-11 | |
| 2023-09-30 PSFF | $322,803 | 13,350 | Shares | Sole | 2024-09-11 | |
| 2023-06-30 PSFF | $453,389 | 18,635 | Shares | Sole | 2024-09-11 | |
| No filing history on record for this holder in this stock. | ||||||