True Wealth Advisors, LLC Pacer Fds Tr Pacific Asset Flt Transaction History
True Wealth Advisors, LLC
- $262 Million
- Q4 2024
A detailed history of True Wealth Advisors, LLC transactions in Pacer Fds Tr Pacific Asset Flt stock. As of the latest transaction made, True Wealth Advisors, LLC holds 11,437 shares of FLRT stock, worth $545,201. This represents 0.21% of its overall portfolio holdings.
Number of Shares
11,437
Previous 10,022
14.12%
Holding current value
$545,201
Previous $475,000
14.32%
% of portfolio
0.21%
Previous 0.18%
Shares
5 transactions
Others Institutions Holding FLRT
# of Institutions
85Shares Held
4.96MCall Options Held
0Put Options Held
0-
Foundations Investment Advisors, LLC874KShares$41.6 Million0.85% of portfolio
-
Kestra Advisory Services, LLC523KShares$24.9 Million0.14% of portfolio
-
Lpl Financial LLC Fort Mill, SC426KShares$20.3 Million0.01% of portfolio
-
Campbell Capital Management Inc258KShares$12.3 Million4.91% of portfolio
-
Atria Wealth Solutions, Inc. New York, NY197KShares$9.4 Million0.11% of portfolio