A detailed history of Ivc Wealth Advisors LLC transactions in Pacer Fds Tr Pacific Asset Flt stock. As of the latest transaction made, Ivc Wealth Advisors LLC holds 9,434 shares of FLRT stock, worth $450,662. This represents 0.25% of its overall portfolio holdings.

Number of Shares
9,434
Previous 8,741 7.93%
Holding current value
$450,662
Previous $415,000 7.95%
% of portfolio
0.25%
Previous 0.23%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

BUY
$47.43 - $47.88 $32,868 - $33,180
693 Added 7.93%
9,434 $448,000
Q2 2024

Jul 16, 2024

BUY
$47.44 - $47.98 $113,381 - $114,672
2,390 Added 37.63%
8,741 $415,000
Q1 2024

Apr 19, 2024

BUY
$47.12 - $47.72 $299,259 - $303,069
6,351 New
6,351 $302,000

Others Institutions Holding FLRT

About PACER FDS TR PACIFIC ASSET FLT


  • Ticker FLRT
  • Sector ETFs
  • Industry ETFs
More about FLRT
Track This Portfolio

Track Ivc Wealth Advisors LLC Portfolio

Follow Ivc Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ivc Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ivc Wealth Advisors LLC with notifications on news.