A detailed history of Bartlett & Co. Wealth Management LLC transactions in Pacer Fds Tr Pacer Us Small Ca stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 276 shares of CALF stock, worth $11,691. This represents 0.0% of its overall portfolio holdings.

Number of Shares
276
Previous 280 1.43%
Holding current value
$11,691
Previous $13.1 Million 6.74%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025

SELL
$43.84 - $48.76 $175 - $195
-4 Reduced 1.43%
276 $12.2 Million
Q2 2024

Jul 12, 2024

SELL
$43.12 - $48.83 $3,665 - $4,150
-85 Reduced 23.29%
280 $12.2 Million
Q4 2023

Feb 14, 2024

BUY
$39.26 - $48.89 $14,172 - $17,649
361 Added 9025.0%
365 $17.8 Million
Q3 2023

Feb 14, 2024

BUY
$39.65 - $43.9 $158 - $175
4 New
4 $167,000

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 Bartlett & Co. Wealth Management LLC Portfolio

Follow Bartlett & Co. Wealth Management 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 Bartlett & Co. Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bartlett & Co. Wealth Management LLC with notifications on news.