Legacy Wealth Managment, Llc/Id Pacer Fds Tr Pacific Asset Flt Transaction History
Legacy Wealth Managment, Llc/Id
- $145 Million
- Q3 2025
A detailed history of Legacy Wealth Managment, Llc/Id transactions in Pacer Fds Tr Pacific Asset Flt stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 32,845 shares of FLRT stock, worth $1.56 Million. This represents 1.07% of its overall portfolio holdings.
Number of Shares
32,845
Previous 29,657
10.75%
Holding current value
$1.56 Million
Previous $1.41 Million
10.28%
% of portfolio
1.07%
Previous 1.17%
Shares
5 transactions
Others Institutions Holding FLRT
# of Institutions
110Shares Held
7.44MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.2MShares$57 Million0.02% of portfolio
-
Foundations Investment Advisors, LLC716KShares$33.9 Million0.54% of portfolio
-
Cetera Investment Advisers Schaumburg, IL335KShares$15.9 Million0.02% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ271KShares$12.8 Million0.02% of portfolio
-
Avantax Advisory Services, Inc.243KShares$11.5 Million0.07% of portfolio