Copia Wealth Management Pacer Fds Tr Pacer Us Small Ca Transaction History
Copia Wealth Management
- $119 Billion
- Q2 2025
A detailed history of Copia Wealth Management transactions in Pacer Fds Tr Pacer Us Small Ca stock. As of the latest transaction made, Copia Wealth Management holds 58,809 shares of CALF stock, worth $2.44 Million. This represents 1.98% of its overall portfolio holdings.
Number of Shares
58,809
Previous 63,270
7.05%
Holding current value
$2.44 Million
Previous $2.37 Billion
1.31%
% of portfolio
1.98%
Previous 2.19%
Shares
3 transactions
Others Institutions Holding CALF
# of Institutions
464Shares Held
92.7MCall Options Held
16KPut Options Held
8K-
Bank Of America Corp Charlotte, NC19.9MShares$829 Million0.06% of portfolio
-
Morgan Stanley New York, NY9.01MShares$374 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC4.89MShares$203 Million0.07% of portfolio
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Wells Fargo & Company San Francisco, CA4.35MShares$181 Million0.04% of portfolio
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Raymond James Financial Inc St. Petersburg, FL3.9MShares$162 Million0.06% of portfolio