Wealth Plan Partners, LLC Pacer Fds Tr Pacific Asset Flt Transaction History
Wealth Plan Partners, LLC
- $591 Million
- Q3 2025
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
Others Institutions Holding FLRT
# of Institutions
105Shares Held
6.72MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC883KShares$41.7 Million0.01% of portfolio
-
Foundations Investment Advisors, LLC801KShares$37.9 Million0.65% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL273KShares$12.9 Million0.0% of portfolio
-
Avantax Advisory Services, Inc.243KShares$11.5 Million0.07% of portfolio
-
Cambridge Investment Research Advisors, Inc.219KShares$10.4 Million0.03% of portfolio