Legacy Wealth Managment, Llc/Id Pacer Fds Tr Pacific Asset Flt Call Options Transaction History

Legacy Wealth Managment, Llc/Id

$120 Million
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding FLRT

# of Institutions

101

Shares Held

6.56M

Call Options Held

0

Put Options Held

0

Foundations Investment Advisors, LLC

801K
Shares

$38.1 Million
0.65% of portfolio
Lpl Financial LLC Fort Mill, SC

749K
Shares

$35.6 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

315K
Shares

$15 Million
0.01% of portfolio
Avantax Advisory Services, Inc.

243K
Shares

$11.6 Million
0.07% of portfolio
Cambridge Investment Research Advisors, Inc.

219K
Shares

$10.4 Million
0.03% of portfolio

About PACER FDS TR PACIFIC ASSET FLT

Ticker FLRT
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