Insight Wealth Strategies, LLC
Position in PSMD — Pacer Swan SOS Moderate (January) ETF
CIK 1749914
SAN RAMON, CA
All Filings in PSMD
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 PSMD | $823,367 | 25,819 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 PSMD | $658,617 | 20,287 | Shares | Sole | 2026-01-02 | |
| 2025-09-30 PSMD | $452,610 | 14,305 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 PSMD | $328,996 | 10,813 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 PSMD | $219,723 | 7,662 | Shares | Sole | 2025-04-03 | |
| No filing history on record for this holder in this stock. | ||||||