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 $705,571. This represents 0.05% of its overall portfolio holdings.

Number of Shares
14,764
Previous 43,956 66.41%
Holding current value
$705,571
Previous $1.91 Million 64.16%
% of portfolio
0.05%
Previous 0.16%

Shares

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

Oct 29, 2024
SELL
$42.22 - $48.62 $1.23 Million - $1.42 Million
-29,192 Reduced 66.41%
14,764 $686,000
Q2 2024

Jul 31, 2024
BUY
$43.12 - $48.83 $1.11 Million - $1.26 Million
25,719 Added 141.03%
43,956 $1.91 Million
Q1 2024

Apr 22, 2024
BUY
$45.67 - $49.16 $832,883 - $896,530
18,237 New
18,237 $896,000

Others Institutions Holding CALF

# of Institutions
519
Shares Held
136M
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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