Legacy Wealth Managment, Llc/Id Pacer Fds Tr Pacific Asset Flt Transaction History
Legacy Wealth Managment, Llc/Id
- $120 Million
- Q2 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 29,657 shares of FLRT stock, worth $1.41 Million. This represents 1.17% of its overall portfolio holdings.
Number of Shares
29,657
Previous 30,125
1.55%
Holding current value
$1.41 Million
Previous $1.42 Million
0.49%
% of portfolio
1.17%
Previous 1.17%
Shares
4 transactions
Others Institutions Holding FLRT
# of Institutions
103Shares Held
6.71MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC883KShares$41.9 Million0.01% of portfolio
-
Foundations Investment Advisors, LLC801KShares$38 Million0.65% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL273KShares$13 Million0.0% of portfolio
-
Avantax Advisory Services, Inc.243KShares$11.5 Million0.07% of portfolio
-
Cambridge Investment Research Advisors, Inc.219KShares$10.4 Million0.03% of portfolio