Congress Wealth Management LLC Pacer Fds Tr Pacer Us Small Ca Transaction History
Congress Wealth Management LLC
- $7.2 Billion
- Q3 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 12,935 shares of CALF stock, worth $618,163. This represents 0.01% of its overall portfolio holdings.
Number of Shares
12,935
Previous 13,835
6.51%
Holding current value
$618,163
Previous $602,000
0.17%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding CALF
# of Institutions
519Shares Held
136MCall Options Held
56.4KPut Options Held
19.1K-
Bank Of America Corp Charlotte, NC33.8MShares$1.61 Billion0.13% of portfolio
-
Morgan Stanley New York, NY12MShares$571 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA7.9MShares$377 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.91MShares$330 Million0.15% of portfolio
-
Northwestern Mutual Wealth Management CO4.64MShares$222 Million0.19% of portfolio