Schwallier Wealth Management LLC Pacer Fds Tr Pacific Asset Flt Transaction History
Schwallier Wealth Management LLC
- $160 Billion
- Q3 2025
A detailed history of Schwallier Wealth Management LLC transactions in Pacer Fds Tr Pacific Asset Flt stock. As of the latest transaction made, Schwallier Wealth Management LLC holds 88,424 shares of FLRT stock, worth $4.19 Million. This represents 2.62% of its overall portfolio holdings.
Number of Shares
88,424
Previous 81,427
8.59%
Holding current value
$4.19 Million
Previous $3.88 Billion
8.11%
% of portfolio
2.62%
Previous 2.37%
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