Heritage Wealth Management, Inc. Pacer Fds Tr Pacer Us Small Ca Transaction History
Heritage Wealth Management, Inc.
- $305 Billion
- Q3 2024
A detailed history of Heritage Wealth Management, Inc. transactions in Pacer Fds Tr Pacer Us Small Ca stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 6,568 shares of CALF stock, worth $313,884. This represents 0.1% of its overall portfolio holdings.
Number of Shares
6,568
Previous 6,444
1.92%
Holding current value
$313,884
Previous $275 Million
11.07%
% of portfolio
0.1%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding CALF
# of Institutions
519Shares Held
136MCall Options Held
56.4KPut Options Held
19.1K-
Bank Of America Corp Charlotte, NC33.8MShares$1.61 Billion0.13% of portfolio
-
Morgan Stanley New York, NY12MShares$571 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA7.9MShares$377 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.91MShares$330 Million0.15% of portfolio
-
Northwestern Mutual Wealth Management CO4.64MShares$222 Million0.19% of portfolio