Balboa Wealth Partners Pacer Fds Tr Pacific Asset Flt Transaction History

Balboa Wealth Partners

$389 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 13, 2024	BUY	$47.44 - $47.98 $229,419 - $232,031	4,836 New	4,836 $229,000

Others Institutions Holding FLRT

# of Institutions

75

Shares Held

4.12M

Call Options Held

0

Put Options Held

0

Foundations Investment Advisors, LLC

816K
Shares

$38.8 Million
0.87% of portfolio
Lpl Financial LLC Fort Mill, SC

565K
Shares

$26.9 Million
0.01% of portfolio
Campbell Capital Management Inc

258K
Shares

$12.3 Million
4.91% of portfolio
Kestra Advisory Services, LLC

220K
Shares

$10.5 Million
0.06% of portfolio
Atria Wealth Solutions, Inc. New York, NY

178K
Shares

$8.46 Million
0.1% of portfolio

About PACER FDS TR PACIFIC ASSET FLT

Ticker FLRT
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