Creative Planning Pacer Fds Tr Pacer Us Small Ca Transaction History

Creative Planning

$101 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 16, 2023	BUY	$39.65 - $43.9 $544,315 - $602,659	13,728 New	13,728 $572,000

Others Institutions Holding CALF

# of Institutions

522

Shares Held

137M

Call Options Held

56.4K

Put Options Held

19.1K

Bank Of America Corp Charlotte, NC

33.8M
Shares

$1.61 Billion
0.13% of portfolio
Morgan Stanley New York, NY

12M
Shares

$571 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

7.9M
Shares

$377 Million
0.08% of portfolio
Lpl Financial LLC Fort Mill, SC

6.91M
Shares

$330 Million
0.15% of portfolio
Northwestern Mutual Wealth Management CO

4.64M
Shares

$221 Million
0.19% of portfolio

About PACER FDS TR PACER US SMALL CA

Ticker CALF
Sector ETFs
Industry ETFs

More about CALF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.