Perigon Wealth Management, LLC Pacer Fds Tr Pacific Asset Flt Transaction History

Perigon Wealth Management, LLC

  • $4.72 Billion
  • Q3 2025

A detailed history of Perigon Wealth Management, LLC transactions in Pacer Fds Tr Pacific Asset Flt stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 20,834 shares of FLRT stock, worth $987,114. This represents 0.02% of its overall portfolio holdings.

Number of Shares
20,834
Previous 24,834 16.11%
Holding current value
$987,114
Previous $1.18 Million 16.5%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Oct 17, 2025
SELL
$47.36 - $47.65 $189,440 - $190,600
-4,000 Reduced 16.11%
20,834 $987,000
Q2 2025

Jul 15, 2025
BUY
$45.89 - $47.6 $829,461 - $860,370
18,075 Added 267.42%
24,834 $1.18 Million
Q3 2024

Oct 16, 2024
SELL
$47.43 - $47.88 $100,551 - $101,505
-2,120 Reduced 23.88%
6,759 $320,000
Q2 2024

Aug 02, 2024
SELL
$47.44 - $47.98 $846,424 - $856,059
-17,842 Reduced 66.77%
8,879 $422,000
Q1 2024

Apr 29, 2024
BUY
$47.12 - $47.72 $1.26 Million - $1.28 Million
26,721 New
26,721 $1.27 Million

Others Institutions Holding FLRT

# of Institutions
110
Shares Held
7.44M
Call Options Held
0
Put Options Held
0
View Full List

About PACER FDS TR PACIFIC ASSET FLT

FLRT Quotes by TradingView
  • Ticker FLRT
  • Sector ETFs
  • Industry ETFs
More about FLRT
Track This Portfolio

Track Perigon Wealth Management, LLC Portfolio

Follow Perigon Wealth Management, 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 Perigon Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Perigon Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email