Legacy Wealth Managment, Llc/Id Pacer Fds Tr Pacific Asset Flt Transaction History
Legacy Wealth Managment, Llc/Id
- $122 Million
- Q1 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 30,125 shares of FLRT stock, worth $1.42 Million. This represents 1.17% of its overall portfolio holdings.
Number of Shares
30,125
Previous 37,042
18.67%
Holding current value
$1.42 Million
Previous $1.76 Million
19.43%
% of portfolio
1.17%
Previous 1.26%
Shares
3 transactions
Others Institutions Holding FLRT
# of Institutions
100Shares Held
6.53MCall Options Held
0Put Options Held
0-
Foundations Investment Advisors, LLC950KShares$44.9 Million0.88% of portfolio
-
Lpl Financial LLC Fort Mill, SC749KShares$35.4 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL315KShares$14.9 Million0.01% of portfolio
-
Avantax Advisory Services, Inc.242KShares$11.5 Million0.07% of portfolio
-
Atria Wealth Solutions, Inc. New York, NY239KShares$11.3 Million0.14% of portfolio