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

Circle Wealth Management, LLC

  • $4.51 Billion
  • Q3 2024

A detailed history of Circle Wealth Management, LLC transactions in Pacer Fds Tr Pacer Us Small Ca stock. As of the latest transaction made, Circle Wealth Management, LLC holds 67,422 shares of CALF stock, worth $3 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
67,422
Previous 63,732 5.79%
Holding current value
$3 Million
Previous $2.78 Million 12.97%
% of portfolio
0.07%
Previous 0.06%

Shares

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

Nov 14, 2024
BUY
$42.22 - $48.62 $155,791 - $179,407
3,690 Added 5.79%
67,422 $3.14 Million
Q2 2024

Aug 13, 2024
BUY
$43.12 - $48.83 $889,048 - $1.01 Million
20,618 Added 47.82%
63,732 $2.78 Million
Q1 2024

May 14, 2024
BUY
$45.67 - $49.16 $1.97 Million - $2.12 Million
43,114 New
43,114 $2.12 Million

Others Institutions Holding CALF

# of Institutions
524
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
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