Lodestone Wealth Management LLC Pacer Fds Tr Pacer Us Small Ca Transaction History

Lodestone Wealth Management LLC

$200 Billion
Q3 2024

A detailed history of Lodestone Wealth Management LLC transactions in Pacer Fds Tr Pacer Us Small Ca stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 26,643 shares of CALF stock, worth $1.27 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares

26,643

Previous 28,504 6.53%

Holding current value

$1.27 Million

Previous $1.24 Billion 0.18%

% of portfolio

0.62%

Previous 0.65%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	SELL	$42.22 - $48.62 $78,571 - $90,481	-1,861 Reduced 6.53%	26,643 $1.24 Billion
Q2 2024 Jul 16, 2024	BUY	$43.12 - $48.83 $73,648 - $83,401	1,708 Added 6.37%	28,504 $1.24 Billion
Q1 2024 Apr 30, 2024	SELL	$45.67 - $49.16 $9,316 - $10,028	-204 Reduced 0.76%	26,796 $1.32 Billion
Q4 2023 Jan 24, 2024	BUY	$39.26 - $48.89 $1.06 Million - $1.32 Million	27,000 New	27,000 $1.3 Billion
Q2 2023 Jul 25, 2023	BUY	$35.81 - $40.7 $202,398 - $230,036	5,652 Added 28.21%	25,685 $1.05 Billion
Q1 2023 May 15, 2023	BUY	$35.55 - $41.37 $14,113 - $16,423	397 Added 2.02%	20,033 $762 Million
Q4 2022 Feb 09, 2023	BUY	$33.6 - $39.4 $659,769 - $773,658	19,636 New	19,636 $706 Million

Others Institutions Holding CALF

# of Institutions

522

Shares Held

137M

Call Options Held

56.4K

Put Options Held

19.1K

View Full List

About PACER FDS TR PACER US SMALL CA

Ticker CALF
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Lodestone Wealth Management LLC Pacer Fds Tr Pacer Us Small Ca Transaction History