A detailed history of Wealth Plan Partners, LLC transactions in Pacer Fds Tr Pacific Asset Flt stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 25,541 shares of FLRT stock, worth $1.21 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
25,541
Previous 21,290 19.97%
Holding current value
$1.21 Million
Previous $1.01 Million 19.45%
% of portfolio
0.2%
Previous 0.18%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025

BUY
$47.36 - $47.65 $201,327 - $202,560
4,251 Added 19.97%
25,541 $1.21 Million
Q2 2025

Jul 28, 2025

BUY
$45.89 - $47.6 $207,331 - $215,056
4,518 Added 26.94%
21,290 $1.01 Million
Q1 2025

May 09, 2025

BUY
$47.03 - $47.8 $788,787 - $801,701
16,772 New
16,772 $790 Million
Q1 2023

May 10, 2023

BUY
$44.85 - $46.07 $14,755 - $15,157
329 New
329 $14.9 Million

Others Institutions Holding FLRT

About PACER FDS TR PACIFIC ASSET FLT


  • Ticker FLRT
  • Sector ETFs
  • Industry ETFs
More about FLRT
Track This Portfolio

Track Wealth Plan Partners, LLC Portfolio

Follow Wealth Plan Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Plan Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Plan Partners, LLC with notifications on news.