Core Wealth Advisors, Inc. Pacer Fds Tr Pacer Us Small Ca Transaction History
Core Wealth Advisors, Inc.
- $310 Million
- Q3 2024
A detailed history of Core Wealth Advisors, Inc. transactions in Pacer Fds Tr Pacer Us Small Ca stock. As of the latest transaction made, Core Wealth Advisors, Inc. holds 152,771 shares of CALF stock, worth $6.8 Million. This represents 2.29% of its overall portfolio holdings.
Number of Shares
152,771
Previous 143,073
6.78%
Holding current value
$6.8 Million
Previous $6.23 Million
14.02%
% of portfolio
2.29%
Previous 2.14%
Shares
3 transactions
Others Institutions Holding CALF
# of Institutions
524Shares Held
137MCall Options Held
56.4KPut Options Held
19.1K-
Bank Of America Corp Charlotte, NC33.8MShares$1.5 Billion0.13% of portfolio
-
Morgan Stanley New York, NY12MShares$532 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA7.9MShares$352 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.91MShares$308 Million0.15% of portfolio
-
Northwestern Mutual Wealth Management CO4.64MShares$206 Million0.19% of portfolio