Ever Source Wealth Advisors, LLC Pacer Fds Tr Pacer Us Small Ca Transaction History

Ever Source Wealth Advisors, LLC

$1.65 Billion
Q4 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Pacer Fds Tr Pacer Us Small Ca stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 78,008 shares of CALF stock, worth $3.08 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

78,008

Previous 75,835 2.87%

Holding current value

$3.08 Million

Previous $3.53 Million 2.67%

% of portfolio

0.21%

Previous 0.24%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$43.84 - $48.76 $95,264 - $105,955	2,173 Added 2.87%	78,008 $3.43 Million
Q3 2024 Nov 08, 2024	SELL	$42.22 - $48.62 $31,242 - $35,978	-740 Reduced 0.97%	75,835 $3.53 Million
Q2 2024 Aug 13, 2024	BUY	$43.12 - $48.83 $130,782 - $148,101	3,033 Added 4.12%	76,575 $3.34 Million
Q1 2024 Jun 11, 2024	BUY	$45.67 - $49.16 $706,195 - $760,161	15,463 Added 26.62%	73,542 $3.62 Million
Q4 2023 Feb 09, 2024	BUY	$39.26 - $48.89 $596,987 - $743,421	15,206 Added 35.47%	58,079 $2.79 Million
Q3 2023 Nov 03, 2023	BUY	$39.65 - $43.9 $769,447 - $851,923	19,406 Added 82.69%	42,873 $1.79 Million
Q2 2023 Aug 04, 2023	BUY	$35.81 - $40.7 $214,645 - $243,955	5,994 Added 34.3%	23,467 $955,000
Q1 2023 May 11, 2023	BUY	$35.55 - $41.37 $574,879 - $668,994	16,171 Added 1242.01%	17,473 $665,000
Q4 2022 Feb 09, 2023	BUY	$33.6 - $39.4 $43,747 - $51,298	1,302 New	1,302 $46,000

Others Institutions Holding CALF

# of Institutions

562

Shares Held

133M

Call Options Held

20.1K

Put Options Held

15.8K

View Full List

About PACER FDS TR PACER US SMALL CA

Ticker CALF
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Ever Source Wealth Advisors, LLC Pacer Fds Tr Pacer Us Small Ca Transaction History