Stewardship Advisors, LLC Pacer Fds Tr Pacific Asset Flt Transaction History
Stewardship Advisors, LLC
- $297 Million
- Q2 2024
A detailed history of Stewardship Advisors, LLC transactions in Pacer Fds Tr Pacific Asset Flt stock. As of the latest transaction made, Stewardship Advisors, LLC holds 123,296 shares of FLRT stock, worth $5.87 Million. This represents 1.98% of its overall portfolio holdings.
Number of Shares
123,296
Previous 113,485
8.65%
Holding current value
$5.87 Million
Previous $5.4 Million
8.62%
% of portfolio
1.98%
Previous 1.87%
Shares
2 transactions
Others Institutions Holding FLRT
# of Institutions
73Shares Held
3.81MCall Options Held
0Put Options Held
0-
Foundations Investment Advisors, LLC790KShares$37.6 Million0.97% of portfolio
-
Lpl Financial LLC Fort Mill, SC565KShares$26.9 Million0.01% of portfolio
-
Kestra Advisory Services, LLC220KShares$10.5 Million0.06% of portfolio
-
Client First Investment Management LLC West Bend, WI174KShares$8.26 Million6.41% of portfolio
-
Atria Wealth Solutions, Inc. New York, NY164KShares$7.81 Million0.09% of portfolio