Foundations Investment Advisors, LLC Pacer Fds Tr Pacer Us Small Ca Transaction History

Foundations Investment Advisors, LLC

$5.1 Billion
Q1 2025

A detailed history of Foundations Investment Advisors, LLC transactions in Pacer Fds Tr Pacer Us Small Ca stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 11,350 shares of CALF stock, worth $436,407. This represents 0.01% of its overall portfolio holdings.

Number of Shares

11,350

Previous 108,143 89.5%

Holding current value

$436,407

Previous $4.76 Million 91.07%

% of portfolio

0.01%

Previous 0.1%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	SELL	$36.64 - $45.76 $3.55 Million - $4.43 Million	-96,793 Reduced 89.5%	11,350 $425,000
Q4 2024 Jan 22, 2025	BUY	$43.84 - $48.76 $345,415 - $384,180	7,879 Added 7.86%	108,143 $4.76 Million
Q3 2024 Oct 21, 2024	SELL	$42.22 - $48.62 $3.05 Million - $3.52 Million	-72,357 Reduced 41.92%	100,264 $4.66 Million
Q2 2024 Aug 02, 2024	BUY	$43.12 - $48.83 $984,947 - $1.12 Million	22,842 Added 15.25%	172,621 $7.52 Million
Q1 2024 May 13, 2024	BUY	$45.67 - $49.16 $335,857 - $361,522	7,354 Added 5.16%	149,779 $7.36 Million
Q4 2023 Feb 08, 2024	BUY	$39.26 - $48.89 $38,788 - $48,303	988 Added 0.7%	142,425 $6.84 Million
Q3 2023 Oct 05, 2023	BUY	$39.65 - $43.9 $2.64 Million - $2.93 Million	66,631 Added 89.07%	141,437 $5.9 Million
Q2 2023 Jul 19, 2023	BUY	$35.81 - $40.7 $114,985 - $130,687	3,211 Added 4.48%	74,806 $3.04 Million
Q1 2023 Apr 25, 2023	BUY	$35.55 - $41.37 $2.55 Million - $2.96 Million	71,595 New	71,595 $2.72 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
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Foundations Investment Advisors, LLC Pacer Fds Tr Pacer Us Small Ca Transaction History