Balboa Wealth Partners Pacer Fds Tr Pacific Asset Flt Transaction History

Balboa Wealth Partners

$422 Million
Q4 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

90

Shares Held

5.09M

Call Options Held

0

Put Options Held

0

Foundations Investment Advisors, LLC

874K
Shares

$41.1 Million
0.85% of portfolio
Lpl Financial LLC Fort Mill, SC

511K
Shares

$24.1 Million
0.01% of portfolio
Campbell Capital Management Inc

313K
Shares

$14.7 Million
5.84% of portfolio
Raymond James Financial Inc St. Petersburg, FL

268K
Shares

$12.6 Million
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

202K
Shares

$9.49 Million
0.02% of portfolio

About PACER FDS TR PACIFIC ASSET FLT

Ticker FLRT
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