Bkm Wealth Management, LLC Pacer Fds Tr Pacer Us Small Ca Transaction History

Bkm Wealth Management, LLC

  • $246 Billion
  • Q3 2024

A detailed history of Bkm Wealth Management, LLC transactions in Pacer Fds Tr Pacer Us Small Ca stock. As of the latest transaction made, Bkm Wealth Management, LLC holds 5,378 shares of CALF stock, worth $249,216. This represents 0.1% of its overall portfolio holdings.

Number of Shares
5,378
Previous 5,338 0.75%
Holding current value
$249,216
Previous $233 Million 7.6%
% of portfolio
0.1%
Previous 0.11%

Shares

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

Oct 23, 2024
BUY
$42.22 - $48.62 $1,688 - $1,944
40 Added 0.75%
5,378 $250 Million
Q2 2024

Jul 24, 2024
BUY
$43.12 - $48.83 $1,078 - $1,220
25 Added 0.47%
5,338 $233 Million
Q1 2024

Apr 18, 2024
SELL
$45.67 - $49.16 $58,640 - $63,121
-1,284 Reduced 19.46%
5,313 $261 Million
Q4 2023

Jan 10, 2024
BUY
$39.26 - $48.89 $258,998 - $322,527
6,597 New
6,597 $317 Million

Others Institutions Holding CALF

# of Institutions
515
Shares Held
137M
Call Options Held
56.4K
Put Options Held
19.1K
View Full List

About PACER FDS TR PACER US SMALL CA

CALF Quotes by TradingView
  • Ticker CALF
  • Sector ETFs
  • Industry ETFs
More about CALF
Track This Portfolio

Track Bkm Wealth Management, LLC Portfolio

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

News

Stay updated on Bkm Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email