Number of Shares
94,193.00
Current Holdings Value*
$4.48 Mil
% of Portfolio
1.63%
Total Estimate Gain
$-8,127.64
% of Total Estimate Gain
-0.13%

Independent Wealth Network Inc.'s Pacer Pacific Asset Floating Rate High Income ETF Holding Summary

As of 2025-06-30, Independent Wealth Network Inc. held 94,193.00 shares of Pacer Pacific Asset Floating Rate High Income ETF(FLRT), totaling $4.48 Mil. This investment constitutes 1.63% of their stock portfolio, and Independent Wealth Network Inc. now holds 0.85% of the outstanding Pacer Pacific Asset Floating Rate High Income ETF(FLRT) stock.

The initial trade took place in 2024Q1. And since then Independent Wealth Network Inc. has made 4 purchases of FLRT, at an average price of $47.64, for a total of 129,797.00 shares. In addition, there have been 2 sales at an average price of $47.47 for 35,604.00 shares. Based on historical transaction data and FLRT's current price of $47.62, Independent Wealth Network Inc.'s estimated gain on his FLRT holdings is $-8,127.64, reflecting a -0.13% gain to date.

Independent Wealth Network Inc. FLRT ($47.62) Holding Chart

Independent Wealth Network Inc. FLRT ($47.62) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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