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 17,478 shares of CALF stock, worth $777,771. This represents 0.03% of its overall portfolio holdings.

Number of Shares
17,478
Previous 40,131 56.45%
Holding current value
$777,771
Previous $1.75 Million 53.49%
% of portfolio
0.03%
Previous 0.06%

Shares

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

About PACER FDS TR PACER US SMALL CA


  • Ticker CALF
  • Sector ETFs
  • Industry ETFs
More about CALF
Track This Portfolio

Track Avantax Planning Partners, Inc. Portfolio

Follow Avantax Planning Partners, Inc. 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 Avantax Planning Partners, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Planning Partners, Inc. with notifications on news.