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

Circle Wealth Management, LLC

  • $4.34 Billion
  • Q2 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 63,732 shares of CALF stock, worth $2.96 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
63,732
Previous 43,114 47.82%
Holding current value
$2.96 Million
Previous $2.12 Million 31.01%
% of portfolio
0.06%
Previous 0.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
147M
Call Options Held
15.2K
Put Options Held
17.2K
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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