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 100,264 shares of CALF stock, worth $4.79 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
100,264
Previous 172,621 41.92%
Holding current value
$4.79 Million
Previous $7.52 Million 37.97%
% of portfolio
0.1%
Previous 0.19%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About PACER FDS TR PACER US SMALL CA


  • Ticker CALF
  • Sector ETFs
  • Industry ETFs
More about CALF
Track This Portfolio

Track Foundations Investment Advisors, LLC Portfolio

Follow Foundations Investment 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 Foundations Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Foundations Investment Advisors, LLC with notifications on news.