Aspen Wealth Strategies, LLC Pacer Fds Tr Pacer Us Small Ca Transaction History

Aspen Wealth Strategies, LLC

$155 Billion
Q3 2024

A detailed history of Aspen Wealth Strategies, LLC transactions in Pacer Fds Tr Pacer Us Small Ca stock. As of the latest transaction made, Aspen Wealth Strategies, LLC holds 111,203 shares of CALF stock, worth $5.02 Million. This represents 3.33% of its overall portfolio holdings.

Number of Shares

111,203

Previous 104,599 6.31%

Holding current value

$5.02 Million

Previous $4.88 Billion 6.09%

% of portfolio

3.33%

Previous 3.39%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	BUY	$42.22 - $48.62 $278,820 - $321,086	6,604 Added 6.31%	111,203 $5.17 Billion
Q2 2024 Jul 19, 2024	BUY	$43.12 - $48.83 $42,171 - $47,755	978 Added 0.94%	104,599 $4.88 Billion
Q1 2024 May 13, 2024	BUY	$45.67 - $49.16 $820,141 - $882,815	17,958 Added 20.96%	103,621 $5.09 Billion
Q4 2023 Jan 30, 2024	BUY	$39.26 - $48.89 $3.36 Million - $4.19 Million	85,663 New	85,663 $4.11 Billion

Others Institutions Holding CALF

# of Institutions

520

Shares Held

136M

Call Options Held

56.4K

Put Options Held

19.1K

View Full List

About PACER FDS TR PACER US SMALL CA

Ticker CALF
Sector ETFs
Industry ETFs

More about CALF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Aspen Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aspen Wealth Strategies, LLC with notifications on news.

Account

Aspen Wealth Strategies, LLC Pacer Fds Tr Pacer Us Small Ca Transaction History