Endowment Wealth Management, Inc. Pacer Fds Tr Pacer Us Small Ca Transaction History

Endowment Wealth Management, Inc.

$189 Million
Q3 2025

A detailed history of Endowment Wealth Management, Inc. transactions in Pacer Fds Tr Pacer Us Small Ca stock. As of the latest transaction made, Endowment Wealth Management, Inc. holds 27,034 shares of CALF stock, worth $1.17 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares

27,034

Previous 21,490 25.8%

Holding current value

$1.17 Million

Previous $855,000 38.36%

% of portfolio

0.63%

Previous 0.54%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 06, 2025	BUY	$39.37 - $44.24 $218,267 - $245,266	5,544 Added 25.8%	27,034 $1.18 Million
Q2 2025 Jul 25, 2025	BUY	$32.0 - $39.87 $173,696 - $216,414	5,428 Added 33.79%	21,490 $855,000
Q1 2025 May 09, 2025	BUY	$36.64 - $45.76 $212,548 - $265,453	5,801 Added 56.53%	16,062 $602,000
Q4 2024 Feb 07, 2025	BUY	$43.84 - $48.76 $216,218 - $240,484	4,932 Added 92.55%	10,261 $451,000
Q3 2024 Nov 06, 2024	BUY	$42.22 - $48.62 $224,990 - $259,095	5,329 New	5,329 $247,000

Others Institutions Holding CALF

# of Institutions

455

Shares Held

67.4M

Call Options Held

Put Options Held

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About PACER FDS TR PACER US SMALL CA

Ticker CALF
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Endowment Wealth Management, Inc. Pacer Fds Tr Pacer Us Small Ca Transaction History