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

Heritage Wealth Management, Inc.

$341 Billion
Q3 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 8,268 shares of CALF stock, worth $359,327. This represents 0.11% of its overall portfolio holdings.

Number of Shares

8,268

Previous 8,333 0.78%

Holding current value

$359,327

Previous $332 Million 9.1%

% of portfolio

0.11%

Previous 0.11%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	SELL	$39.37 - $44.24 $2,559 - $2,875	-65 Reduced 0.78%	8,268 $362 Million
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

455

Shares Held

67.4M

Call Options Held

Put Options Held

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About PACER FDS TR PACER US SMALL CA

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