WealthPLAN Partners, LLC
Position in FLRT — Pacer Aristotle Pacific Floating Rate High Income ETF
CIK 1639943
OMAHA, NE
All Filings in FLRT
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 FLRT | $1,483,055 | 31,464 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 FLRT | $1,210,387 | 25,541 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 FLRT | $1,013,404 | 21,290 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 FLRT | $789,793 | 16,772 | Shares | Sole | 2025-05-12 | |
| 2023-06-30 FLRT | $15,125 | 329 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 FLRT | $14,908 | 329 | Shares | Other | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||