Confluence Wealth Services, Inc. Pacer Fds Tr Pacer Us Small Ca Transaction History
Confluence Wealth Services, Inc.
- $1.31 Billion
- Q3 2024
A detailed history of Confluence Wealth Services, Inc. transactions in Pacer Fds Tr Pacer Us Small Ca stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 14,764 shares of CALF stock, worth $656,407. This represents 0.05% of its overall portfolio holdings.
Number of Shares
14,764
Previous 43,956
66.41%
Holding current value
$656,407
Previous $1.91 Million
64.16%
% of portfolio
0.05%
Previous 0.16%
Shares
3 transactions
Others Institutions Holding CALF
# of Institutions
524Shares Held
137MCall Options Held
56.4KPut Options Held
19.1K-
Bank Of America Corp Charlotte, NC33.8MShares$1.5 Billion0.13% of portfolio
-
Morgan Stanley New York, NY12MShares$532 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA7.9MShares$351 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.91MShares$307 Million0.15% of portfolio
-
Northwestern Mutual Wealth Management CO4.64MShares$206 Million0.19% of portfolio