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 $11.5 Million. This represents 1.65% of its overall portfolio holdings.
Number of Shares
257,888
Previous 229,252
12.49%
Holding current value
$11.5 Million
Previous $9.99 Million
20.13%
% of portfolio
1.65%
Previous 1.53%
Shares
7 transactions
Others Institutions Holding CALF
# of Institutions
524Shares Held
137MCall Options Held
56.4KPut Options Held
19.1K-
Bank Of America Corp Charlotte, NC33.8MShares$1.5 Billion0.13% of portfolio
-
Morgan Stanley New York, NY12MShares$532 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA7.9MShares$351 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.91MShares$307 Million0.15% of portfolio
-
Northwestern Mutual Wealth Management CO4.64MShares$206 Million0.19% of portfolio