Independent Wealth Network Inc. Pacer Fds Tr Pacific Asset Flt Transaction History
Independent Wealth Network Inc.
- $218 Million
- Q3 2024
A detailed history of Independent Wealth Network Inc. transactions in Pacer Fds Tr Pacific Asset Flt stock. As of the latest transaction made, Independent Wealth Network Inc. holds 100,671 shares of FLRT stock, worth $4.82 Million. This represents 2.19% of its overall portfolio holdings.
Number of Shares
100,671
Previous 62,869
60.13%
Holding current value
$4.82 Million
Previous $2.99 Million
59.92%
% of portfolio
2.19%
Previous 1.44%
Shares
3 transactions
Others Institutions Holding FLRT
# of Institutions
78Shares Held
4.52MCall Options Held
0Put Options Held
0-
Foundations Investment Advisors, LLC816KShares$39.1 Million0.87% of portfolio
-
Kestra Advisory Services, LLC523KShares$25 Million0.14% of portfolio
-
Lpl Financial LLC Fort Mill, SC426KShares$20.4 Million0.01% of portfolio
-
Campbell Capital Management Inc258KShares$12.3 Million4.91% of portfolio
-
Atria Wealth Solutions, Inc. New York, NY178KShares$8.51 Million0.1% of portfolio