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 $316,643. This represents 0.1% of its overall portfolio holdings.
Number of Shares
6,568
Previous 6,444
1.92%
Holding current value
$316,643
Previous $275 Million
11.07%
% of portfolio
0.1%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding CALF
# of Institutions
518Shares Held
144MCall Options Held
4.5KPut Options Held
17.2K-
Bank Of America Corp Charlotte, NC34.9MShares$1.68 Billion0.14% of portfolio
-
Morgan Stanley New York, NY11.7MShares$564 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA7.57MShares$365 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.91MShares$333 Million0.15% of portfolio
-
Northwestern Mutual Wealth Management CO5.45MShares$263 Million0.23% of portfolio