High Net Worth Advisory Group LLC Pacer Fds Tr Pacer Us Small Ca Transaction History

High Net Worth Advisory Group LLC

  • $359 Million
  • Q2 2025

A detailed history of High Net Worth Advisory Group LLC transactions in Pacer Fds Tr Pacer Us Small Ca stock. As of the latest transaction made, High Net Worth Advisory Group LLC holds 5,930 shares of CALF stock, worth $251,787. This represents 0.07% of its overall portfolio holdings.

Number of Shares
5,930
Previous 6,932 14.45%
Holding current value
$251,787
Previous $259,000 8.88%
% of portfolio
0.07%
Previous 0.08%

Shares

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

Jul 10, 2025
SELL
$32.0 - $39.87 $32,064 - $39,949
-1,002 Reduced 14.45%
5,930 $236,000
Q1 2025

Apr 09, 2025
SELL
$36.64 - $45.76 $140,880 - $175,947
-3,845 Reduced 35.68%
6,932 $259,000
Q4 2024

Jan 21, 2025
BUY
$43.84 - $48.76 $81,849 - $91,034
1,867 Added 20.95%
10,777 $474,000
Q3 2024

Oct 11, 2024
BUY
$42.22 - $48.62 $122,311 - $140,852
2,897 Added 48.18%
8,910 $414,000
Q2 2024

Jul 17, 2024
BUY
$43.12 - $48.83 $69,595 - $78,811
1,614 Added 36.69%
6,013 $261,000
Q1 2024

Apr 11, 2024
BUY
$45.67 - $49.16 $200,902 - $216,254
4,399 New
4,399 $216,000

Others Institutions Holding CALF

# of Institutions
448
Shares Held
74.7M
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
Track This Portfolio

Track High Net Worth Advisory Group LLC Portfolio

Follow High Net Worth Advisory Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of High Net Worth Advisory Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on High Net Worth Advisory Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email