Congress Wealth Management LLC Pacer Fds Tr Pacer Us Small Ca Transaction History
Congress Wealth Management LLC
- $6.12 Billion
- Q2 2024
A detailed history of Congress Wealth Management LLC transactions in Pacer Fds Tr Pacer Us Small Ca stock. As of the latest transaction made, Congress Wealth Management LLC holds 13,835 shares of CALF stock, worth $645,541. This represents 0.01% of its overall portfolio holdings.
Number of Shares
13,835
Previous 14,311
3.33%
Holding current value
$645,541
Previous $703,000
14.37%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding CALF
# of Institutions
523Shares Held
147MCall Options Held
15.2KPut Options Held
17.2K-
Bank Of America Corp Charlotte, NC34.9MShares$1.63 Billion0.14% of portfolio
-
Morgan Stanley New York, NY11.7MShares$546 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA7.57MShares$353 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.76MShares$315 Million0.15% of portfolio
-
Northwestern Mutual Wealth Management CO5.45MShares$254 Million0.23% of portfolio