Ep Wealth Advisors, LLC Pacer Fds Tr Pacer Us Small Ca Call Options Transaction History

Ep Wealth Advisors, LLC

$11.3 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding CALF

# of Institutions

524

Shares Held

137M

Call Options Held

56.4K

Put Options Held

19.1K

Bank Of America Corp Charlotte, NC

33.8M
Shares

$1.5 Billion
0.13% of portfolio
Morgan Stanley New York, NY

12M
Shares

$532 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

7.9M
Shares

$352 Million
0.08% of portfolio
Lpl Financial LLC Fort Mill, SC

6.91M
Shares

$308 Million
0.15% of portfolio
Northwestern Mutual Wealth Management CO

4.64M
Shares

$206 Million
0.19% of portfolio

About PACER FDS TR PACER US SMALL CA

Ticker CALF
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