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

Evolution Wealth Advisors, LLC

$582 Million
Q1 2025

A detailed history of Evolution Wealth Advisors, LLC transactions in Pacer Fds Tr Pacer Us Small Ca stock. As of the latest transaction made, Evolution Wealth Advisors, LLC holds 27,378 shares of CALF stock, worth $1.05 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

27,378

Previous 35,546 22.98%

Holding current value

$1.05 Million

Previous $1.56 Million 34.4%

% of portfolio

0.18%

Previous 0.27%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$36.64 - $45.76 $299,275 - $373,767	-8,168 Reduced 22.98%	27,378 $1.03 Million
Q4 2024 Jan 17, 2025	SELL	$43.84 - $48.76 $6,751 - $7,509	-154 Reduced 0.43%	35,546 $1.56 Million
Q3 2024 Nov 06, 2024	BUY	$42.22 - $48.62 $8,064 - $9,286	191 Added 0.54%	35,700 $1.66 Million
Q2 2024 Jul 18, 2024	SELL	$43.12 - $48.83 $65,111 - $73,733	-1,510 Reduced 4.08%	35,509 $1.55 Million
Q1 2024 Apr 19, 2024	BUY	$45.67 - $49.16 $247,851 - $266,791	5,427 Added 17.18%	37,019 $1.82 Million
Q4 2023 Jan 31, 2024	BUY	$39.26 - $48.89 $265,476 - $330,594	6,762 Added 27.23%	31,592 $1.52 Million
Q3 2023 Nov 06, 2023	BUY	$39.65 - $43.9 $984,509 - $1.09 Million	24,830 New	24,830 $1.04 Million

Others Institutions Holding CALF

# of Institutions

482

Shares Held

97.3M

Call Options Held

16K

Put Options Held

View Full List

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 Evolution Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evolution Wealth Advisors, LLC with notifications on news.

Account

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