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 $2.43 Million. This represents 2.19% of its overall portfolio holdings.
Number of Shares
63,270
Previous 63,324
0.09%
Holding current value
$2.43 Million
Previous $2.79 Billion
14.86%
% of portfolio
2.19%
Previous 2.65%
Shares
2 transactions
Others Institutions Holding CALF
# of Institutions
482Shares Held
97.3MCall Options Held
16KPut Options Held
8K-
Bank Of America Corp Charlotte, NC19.9MShares$767 Million0.06% of portfolio
-
Morgan Stanley New York, NY9.01MShares$346 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.89MShares$188 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA4.35MShares$167 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.9MShares$150 Million0.06% of portfolio