Avantax Planning Partners, Inc. Pacer Fds Tr Pacer Us Small Ca Transaction History

Avantax Planning Partners, Inc.

$3.11 Billion
Q2 2025

A detailed history of Avantax Planning Partners, Inc. transactions in Pacer Fds Tr Pacer Us Small Ca stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 10,827 shares of CALF stock, worth $459,714. This represents 0.01% of its overall portfolio holdings.

Number of Shares

10,827

Previous 12,521 13.53%

Holding current value

$459,714

Previous $469,000 8.1%

% of portfolio

0.01%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	SELL	$32.0 - $39.87 $54,208 - $67,539	-1,694 Reduced 13.53%	10,827 $431,000
Q1 2025 Apr 28, 2025	SELL	$36.64 - $45.76 $162,938 - $203,494	-4,447 Reduced 26.21%	12,521 $469,000
Q4 2024 Feb 07, 2025	SELL	$43.84 - $48.76 $22,358 - $24,867	-510 Reduced 2.92%	16,968 $746,000
Q3 2024 Nov 13, 2024	SELL	$42.22 - $48.62 $956,409 - $1.1 Million	-22,653 Reduced 56.45%	17,478 $813,000
Q2 2024 Aug 09, 2024	SELL	$43.12 - $48.83 $556,722 - $630,444	-12,911 Reduced 24.34%	40,131 $1.75 Million
Q1 2024 May 02, 2024	BUY	$45.67 - $49.16 $2.42 Million - $2.61 Million	53,042 New	53,042 $2.61 Million

Others Institutions Holding CALF

# of Institutions

448

Shares Held

74.7M

Call Options Held

9.4K

Put Options Held

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About PACER FDS TR PACER US SMALL CA

Ticker CALF
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Avantax Planning Partners, Inc. Pacer Fds Tr Pacer Us Small Ca Transaction History