Octavia Wealth Advisors, LLC Pacer Fds Tr Pacific Asset Flt Transaction History
Octavia Wealth Advisors, LLC
- $871 Million
- Q2 2025
A detailed history of Octavia Wealth Advisors, LLC transactions in Pacer Fds Tr Pacific Asset Flt stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 177,513 shares of FLRT stock, worth $8.45 Million. This represents 0.97% of its overall portfolio holdings.
Number of Shares
177,513
Previous 151,963
16.81%
Holding current value
$8.45 Million
Previous $7.15 Million
18.15%
% of portfolio
0.97%
Previous 0.87%
Shares
2 transactions
Others Institutions Holding FLRT
# of Institutions
102Shares Held
6.6MCall Options Held
0Put Options Held
0-
Foundations Investment Advisors, LLC950KShares$45.2 Million0.88% of portfolio
-
Lpl Financial LLC Fort Mill, SC749KShares$35.7 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL315KShares$15 Million0.01% of portfolio
-
Avantax Advisory Services, Inc.242KShares$11.5 Million0.07% of portfolio
-
Atria Wealth Solutions, Inc. New York, NY239KShares$11.4 Million0.14% of portfolio