True Wealth Advisors, LLC Pacer Fds Tr Pacific Asset Flt Call Options Transaction History
True Wealth Advisors, LLC
- $240 Million
- Q1 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding FLRT
# of Institutions
62Shares Held
3.17MCall Options Held
0Put Options Held
0-
Foundations Investment Advisors, LLC601KShares$28.7 Million0.8% of portfolio
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Global Assets Advisory, LLC Orlando, FL290KShares$13.9 Million0.28% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ229KShares$11 Million0.03% of portfolio
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Kestra Advisory Services, LLC201KShares$9.63 Million0.07% of portfolio
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Lpl Financial LLC Fort Mill, SC168KShares$8.05 Million0.0% of portfolio