Financial Planning & Information Services, Inc. Pacer Fds Tr Pacer Us Small Ca Transaction History
Financial Planning & Information Services, Inc.
- $725 Million
- Q3 2024
A detailed history of Financial Planning & Information Services, Inc. transactions in Pacer Fds Tr Pacer Us Small Ca stock. As of the latest transaction made, Financial Planning & Information Services, Inc. holds 257,888 shares of CALF stock, worth $11.3 Million. This represents 1.65% of its overall portfolio holdings.
Number of Shares
257,888
Previous 229,252
12.49%
Holding current value
$11.3 Million
Previous $9.99 Million
20.13%
% of portfolio
1.65%
Previous 1.53%
Shares
7 transactions
Others Institutions Holding CALF
# of Institutions
452Shares Held
75MCall Options Held
9.4KPut Options Held
0-
Bank Of America Corp Charlotte, NC15.3MShares$669 Million0.05% of portfolio
-
Morgan Stanley New York, NY5.78MShares$252 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.47MShares$195 Million0.06% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL3.22MShares$141 Million0.2% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.11MShares$136 Million0.04% of portfolio