High Net Worth Advisory Group LLC Pacer Fds Tr Pacer Us Small Ca Transaction History
High Net Worth Advisory Group LLC
- $345 Million
- Q4 2024
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 10,777 shares of CALF stock, worth $487,228. This represents 0.14% of its overall portfolio holdings.
Number of Shares
10,777
Previous 8,910
20.95%
Holding current value
$487,228
Previous $414,000
14.49%
% of portfolio
0.14%
Previous 0.12%
Shares
4 transactions
Others Institutions Holding CALF
# of Institutions
525Shares Held
136MCall Options Held
56.4KPut Options Held
19.1K-
Bank Of America Corp Charlotte, NC33.8MShares$1.53 Billion0.13% of portfolio
-
Morgan Stanley New York, NY12MShares$541 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA7.9MShares$357 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.91MShares$313 Million0.15% of portfolio
-
Northwestern Mutual Wealth Management CO4.64MShares$210 Million0.19% of portfolio