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 $621,268. This represents 0.01% of its overall portfolio holdings.
Number of Shares
12,935
Previous 13,835
6.51%
Holding current value
$621,268
Previous $602,000
0.17%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding CALF
# of Institutions
520Shares Held
143MCall Options Held
4.5KPut Options Held
17.2K-
Bank Of America Corp Charlotte, NC34.9MShares$1.67 Billion0.14% of portfolio
-
Morgan Stanley New York, NY11.7MShares$562 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA7.57MShares$364 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.91MShares$332 Million0.15% of portfolio
-
Ubs Group Ag5.17MShares$248 Million0.06% of portfolio