Copia Wealth Management Pacer Fds Tr Pacer Us Small Ca Transaction History
Copia Wealth Management
- $108 Billion
- Q1 2025
A detailed history of Copia Wealth Management transactions in Pacer Fds Tr Pacer Us Small Ca stock. As of the latest transaction made, Copia Wealth Management holds 63,270 shares of CALF stock, worth $2.63 Million. This represents 2.19% of its overall portfolio holdings.
Number of Shares
63,270
Previous 63,324
0.09%
Holding current value
$2.63 Million
Previous $2.79 Billion
14.86%
% of portfolio
2.19%
Previous 2.65%
Shares
2 transactions
Others Institutions Holding CALF
# of Institutions
466Shares Held
94.6MCall Options Held
16KPut Options Held
8K-
Bank Of America Corp Charlotte, NC19.9MShares$829 Million0.06% of portfolio
-
Morgan Stanley New York, NY9.01MShares$374 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.89MShares$203 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA4.35MShares$181 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.9MShares$162 Million0.06% of portfolio