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 $548,961. This represents 0.01% of its overall portfolio holdings.

Number of Shares
12,935
Previous 13,835 6.51%
Holding current value
$548,961
Previous $602,000 0.17%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 12, 2024
SELL
$42.22 - $48.62 $37,998 - $43,758
-900 Reduced 6.51%
12,935 $601,000
Q2 2024

Aug 13, 2024
SELL
$43.12 - $48.83 $20,525 - $23,243
-476 Reduced 3.33%
13,835 $602,000
Q1 2024

Apr 18, 2024
BUY
$45.67 - $49.16 $374,494 - $403,112
8,200 Added 134.18%
14,311 $703,000
Q4 2023

Feb 09, 2024
BUY
$39.26 - $48.89 $35,334 - $44,001
900 Added 17.27%
6,111 $293,000
Q2 2023

Jul 13, 2023
BUY
$35.81 - $40.7 $186,605 - $212,087
5,211 New
5,211 $212,000

Others Institutions Holding CALF

# of Institutions
545
Shares Held
140M
Call Options Held
60.6K
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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