Octavia Wealth Advisors, LLC Pacer Fds Tr Pacific Asset Flt Transaction History
Octavia Wealth Advisors, LLC
- $990 Million
- Q3 2025
A detailed history of Octavia Wealth Advisors, LLC transactions in Pacer Fds Tr Pacific Asset Flt stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 190,703 shares of FLRT stock, worth $9.04 Million. This represents 0.91% of its overall portfolio holdings.
Number of Shares
190,703
Previous 177,513
7.43%
Holding current value
$9.04 Million
Previous $8.45 Million
6.96%
% of portfolio
0.91%
Previous 0.97%
Shares
3 transactions
Others Institutions Holding FLRT
# of Institutions
110Shares Held
7.44MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.2MShares$57 Million0.02% of portfolio
-
Foundations Investment Advisors, LLC716KShares$33.9 Million0.54% of portfolio
-
Cetera Investment Advisers Schaumburg, IL335KShares$15.9 Million0.02% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ271KShares$12.8 Million0.02% of portfolio
-
Avantax Advisory Services, Inc.243KShares$11.5 Million0.07% of portfolio