Gk Wealth Management LLC Pacer Fds Tr Pacer Us Small Ca Transaction History

Gk Wealth Management LLC

$85.6 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 28, 2025	SELL	$36.64 - $45.76 $769,403 - $960,914	-20,999 Closed	0 $0
Q4 2024 May 28, 2025	BUY	$43.84 - $48.76 $920,596 - $1.02 Million	20,999 New	20,999 $924 Million

Others Institutions Holding CALF

# of Institutions

482

Shares Held

97.3M

Call Options Held

16K

Put Options Held

8K

Bank Of America Corp Charlotte, NC

19.9M
Shares

$767 Million
0.06% of portfolio
Morgan Stanley New York, NY

9.01M
Shares

$346 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

4.89M
Shares

$188 Million
0.07% of portfolio
Wells Fargo & Company San Francisco, CA

4.35M
Shares

$167 Million
0.04% of portfolio
Raymond James Financial Inc St. Petersburg, FL

3.9M
Shares

$150 Million
0.06% of portfolio

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 Gk Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gk Wealth Management LLC with notifications on news.