Perigon Wealth Management, LLC Pacer Fds Tr Pacific Asset Flt Transaction History
Perigon Wealth Management, LLC
- $4.18 Billion
- Q2 2025
A detailed history of Perigon Wealth Management, LLC transactions in Pacer Fds Tr Pacific Asset Flt stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 24,834 shares of FLRT stock, worth $1.18 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
24,834
Previous 6,759
267.42%
Holding current value
$1.18 Million
Previous $318,000
271.7%
% of portfolio
0.03%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding FLRT
# of Institutions
102Shares Held
6.61MCall Options Held
0Put Options Held
0-
Foundations Investment Advisors, LLC950KShares$45 Million0.88% of portfolio
-
Lpl Financial LLC Fort Mill, SC749KShares$35.5 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