A detailed history of Bison Wealth, LLC transactions in Pacer Fds Tr Pacer Us Small Ca stock. As of the latest transaction made, Bison Wealth, LLC holds 17,357 shares of CALF stock, worth $772,386. This represents 0.14% of its overall portfolio holdings.

Number of Shares
17,357
Previous 22,897 24.2%
Holding current value
$772,386
Previous $997,000 19.06%
% of portfolio
0.14%
Previous 0.17%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024

SELL
$42.22 - $48.62 $233,898 - $269,354
-5,540 Reduced 24.2%
17,357 $807,000
Q1 2024

May 10, 2024

BUY
$45.67 - $49.16 $190,900 - $205,488
4,180 Added 22.33%
22,897 $1.13 Million
Q4 2023

Jan 30, 2024

SELL
$39.26 - $48.89 $8,833 - $11,000
-225 Reduced 1.19%
18,717 $898,000
Q3 2023

Nov 13, 2023

BUY
$39.65 - $43.9 $10,150 - $11,238
256 Added 1.37%
18,942 $789,000
Q2 2023

Aug 14, 2023

BUY
$35.81 - $40.7 $669,145 - $760,520
18,686 New
18,686 $760,000

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 Bison Wealth, LLC Portfolio

Follow Bison Wealth, 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 Bison Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bison Wealth, LLC with notifications on news.