True Wealth Advisors, LLC Pacer Fds Tr Pacific Asset Flt Transaction History
True Wealth Advisors, LLC
- $271 Million
- Q3 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 10,022 shares of FLRT stock, worth $476,646. This represents 0.18% of its overall portfolio holdings.
Number of Shares
10,022
Previous 7,976
25.65%
Holding current value
$476,646
Previous $379,000
25.33%
% of portfolio
0.18%
Previous 0.15%
Shares
4 transactions
Others Institutions Holding FLRT
# of Institutions
77Shares Held
4.51MCall Options Held
0Put Options Held
0-
Foundations Investment Advisors, LLC816KShares$38.8 Million0.87% 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$12.2 Million4.91% of portfolio
-
Atria Wealth Solutions, Inc. New York, NY178KShares$8.46 Million0.1% of portfolio