Independent Wealth Network Inc. Pacer Fds Tr Pacific Asset Flt Transaction History

Independent Wealth Network Inc.

$234 Million
Q4 2024

A detailed history of Independent Wealth Network Inc. transactions in Pacer Fds Tr Pacific Asset Flt stock. As of the latest transaction made, Independent Wealth Network Inc. holds 75,981 shares of FLRT stock, worth $3.62 Million. This represents 1.54% of its overall portfolio holdings.

Number of Shares

75,981

Previous 100,671 24.53%

Holding current value

$3.62 Million

Previous $4.78 Million 24.44%

% of portfolio

1.54%

Previous 2.19%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$47.5 - $47.86 $1.17 Million - $1.18 Million	-24,690 Reduced 24.53%	75,981 $3.61 Million
Q3 2024 Oct 15, 2024	BUY	$47.43 - $47.88 $1.79 Million - $1.81 Million	37,802 Added 60.13%	100,671 $4.78 Million
Q2 2024 Jul 18, 2024	BUY	$47.44 - $47.98 $2.43 Million - $2.46 Million	51,216 Added 439.51%	62,869 $2.99 Million
Q1 2024 May 20, 2024	BUY	$47.12 - $47.72 $549,089 - $556,081	11,653 New	11,653 $554,000

Others Institutions Holding FLRT

# of Institutions

Shares Held

4.88M

Call Options Held

Put Options Held

View Full List

About PACER FDS TR PACIFIC ASSET FLT

Ticker FLRT
Sector ETFs
Industry ETFs

More about FLRT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Independent Wealth Network Inc., based on Form 13F filings with the SEC.

News

Stay updated on Independent Wealth Network Inc. with notifications on news.

Account

Independent Wealth Network Inc. Pacer Fds Tr Pacific Asset Flt Transaction History