Kingswood Wealth Advisors, LLC Pacer Fds Tr Pacer Us Small Ca Transaction History

Kingswood Wealth Advisors, LLC

  • $1.4 Trillion
  • Q3 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Pacer Fds Tr Pacer Us Small Ca stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 19,261 shares of CALF stock, worth $856,344. This represents 0.06% of its overall portfolio holdings.

Number of Shares
19,261
Previous 23,172 16.88%
Holding current value
$856,344
Previous $1.01 Billion 11.25%
% of portfolio
0.06%
Previous 0.09%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
SELL
$42.22 - $48.62 $165,122 - $190,152
-3,911 Reduced 16.88%
19,261 $896 Million
Q2 2024

Jul 09, 2024
BUY
$43.12 - $48.83 $151,092 - $171,100
3,504 Added 17.82%
23,172 $1.01 Billion
Q1 2024

Apr 15, 2024
BUY
$45.67 - $49.16 $898,237 - $966,878
19,668 New
19,668 $967 Million

Others Institutions Holding CALF

# of Institutions
524
Shares Held
137M
Call Options Held
56.4K
Put Options Held
19.1K
View Full List

About PACER FDS TR PACER US SMALL CA

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

Track Kingswood Wealth Advisors, LLC Portfolio

Follow Kingswood Wealth Advisors, 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 Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email