True Wealth Advisors, LLC Pacer Fds Tr Pacific Asset Flt Transaction History
True Wealth Advisors, LLC
- $253 Million
- Q1 2025
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 13,861 shares of FLRT stock, worth $653,684. This represents 0.26% of its overall portfolio holdings.
Number of Shares
13,861
Previous 11,437
21.19%
Holding current value
$653,684
Previous $543,000
20.07%
% of portfolio
0.26%
Previous 0.21%
Shares
6 transactions
Others Institutions Holding FLRT
# of Institutions
100Shares Held
6.53MCall Options Held
0Put Options Held
0-
Foundations Investment Advisors, LLC950KShares$44.8 Million0.88% of portfolio
-
Lpl Financial LLC Fort Mill, SC749KShares$35.3 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL315KShares$14.9 Million0.01% of portfolio
-
Avantax Advisory Services, Inc.242KShares$11.4 Million0.07% of portfolio
-
Atria Wealth Solutions, Inc. New York, NY239KShares$11.3 Million0.14% of portfolio