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

Ever Source Wealth Advisors, LLC

  • $1.66 Billion
  • Q1 2025

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 80,905 shares of CALF stock, worth $3.11 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
80,905
Previous 78,008 3.71%
Holding current value
$3.11 Million
Previous $3.43 Million 11.65%
% of portfolio
0.18%
Previous 0.21%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
$36.64 - $45.76 $106,146 - $132,566
2,897 Added 3.71%
80,905 $3.03 Million
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
482
Shares Held
97.3M
Call Options Held
16K
Put Options Held
8K
View Full List

About PACER FDS TR PACER US SMALL CA

CALF Quotes by TradingView
  • Ticker CALF
  • Sector ETFs
  • Industry ETFs
More about CALF
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email