Heritage Wealth Management, Inc. Pacer Fds Tr Pacer Us Small Ca Transaction History

Heritage Wealth Management, Inc.

  • $309 Billion
  • Q2 2025

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 8,333 shares of CALF stock, worth $368,485. This represents 0.11% of its overall portfolio holdings.

Number of Shares
8,333
Previous 7,619 9.37%
Holding current value
$368,485
Previous $286 Million 16.12%
% of portfolio
0.11%
Previous 0.1%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$32.0 - $39.87 $22,848 - $28,467
714 Added 9.37%
8,333 $332 Million
Q1 2025

Apr 29, 2025
BUY
$36.64 - $45.76 $20,225 - $25,259
552 Added 7.81%
7,619 $286 Million
Q4 2024

Feb 05, 2025
BUY
$43.84 - $48.76 $21,876 - $24,331
499 Added 7.6%
7,067 $311 Million
Q3 2024

Oct 31, 2024
BUY
$42.22 - $48.62 $5,235 - $6,028
124 Added 1.92%
6,568 $306 Million
Q2 2024

Sep 09, 2024
BUY
$43.12 - $48.83 $277,865 - $314,660
6,444 New
6,444 $275 Million

Others Institutions Holding CALF

# of Institutions
454
Shares Held
75.1M
Call Options Held
9.4K
Put Options Held
0
View Full List

About PACER FDS TR PACER US SMALL CA

CALF Quotes by TradingView
  • Ticker CALF
  • Sector ETFs
  • Industry ETFs
More about CALF
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