Concurrent Investment Advisors, LLC Pacer Fds Tr Pacer Us Small Ca Transaction History

Concurrent Investment Advisors, LLC

$5.17 Trillion
Q2 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Pacer Fds Tr Pacer Us Small Ca stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 71,454 shares of CALF stock, worth $3.03 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

71,454

Previous 81,683 12.52%

Holding current value

$3.03 Million

Previous $3.06 Billion 7.12%

% of portfolio

0.05%

Previous 0.07%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$32.0 - $39.87 $327,328 - $407,830	-10,229 Reduced 12.52%	71,454 $2.84 Billion
Q1 2025 Apr 29, 2025	BUY	$36.64 - $45.76 $1.73 Million - $2.16 Million	47,299 Added 137.56%	81,683 $3.06 Billion
Q4 2024 Feb 03, 2025	SELL	$43.84 - $48.76 $527,482 - $586,680	-12,032 Reduced 25.92%	34,384 $1.51 Billion
Q3 2024 Oct 30, 2024	BUY	$42.22 - $48.62 $222,077 - $255,741	5,260 Added 12.78%	46,416 $2.16 Billion
Q2 2024 Jul 30, 2024	BUY	$43.12 - $48.83 $373,850 - $423,356	8,670 Added 26.69%	41,156 $1.79 Billion
Q1 2024 May 07, 2024	BUY	$45.67 - $49.16 $959,709 - $1.03 Million	21,014 Added 183.18%	32,486 $1.6 Billion
Q4 2023 Apr 15, 2024	BUY	$39.26 - $48.89 $450,390 - $560,866	11,472 New	11,472 $551 Million

Others Institutions Holding CALF

# of Institutions

448

Shares Held

74.7M

Call Options Held

9.4K

Put Options Held

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About PACER FDS TR PACER US SMALL CA

Ticker CALF
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Concurrent Investment Advisors, LLC Pacer Fds Tr Pacer Us Small Ca Transaction History