Schwallier Wealth Management LLC Pacer Fds Tr Pacific Asset Flt Transaction History

Schwallier Wealth Management LLC

  • $164 Billion
  • Q2 2025

A detailed history of Schwallier Wealth Management LLC transactions in Pacer Fds Tr Pacific Asset Flt stock. As of the latest transaction made, Schwallier Wealth Management LLC holds 81,427 shares of FLRT stock, worth $3.85 Million. This represents 2.37% of its overall portfolio holdings.

Number of Shares
81,427
Previous 55,590 46.48%
Holding current value
$3.85 Million
Previous $2.62 Billion 48.06%
% of portfolio
2.37%
Previous 1.93%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$45.89 - $47.6 $1.19 Million - $1.23 Million
25,837 Added 46.48%
81,427 $3.88 Billion
Q1 2025

Aug 14, 2025
BUY
$47.03 - $47.8 $2.61 Million - $2.66 Million
55,590 New
55,590 $2.62 Billion

Others Institutions Holding FLRT

# of Institutions
104
Shares Held
6.72M
Call Options Held
0
Put Options Held
0
View Full List

About PACER FDS TR PACIFIC ASSET FLT

FLRT Quotes by TradingView
  • Ticker FLRT
  • Sector ETFs
  • Industry ETFs
More about FLRT
Track This Portfolio

Track Schwallier Wealth Management LLC Portfolio

Follow Schwallier Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Schwallier Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Schwallier Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email