Iht Wealth Management, LLC Pacer Fds Tr Pacer Us Small Ca Transaction History

Iht Wealth Management, LLC

$2.99 Billion
Q4 2024

A detailed history of Iht Wealth Management, LLC transactions in Pacer Fds Tr Pacer Us Small Ca stock. As of the latest transaction made, Iht Wealth Management, LLC holds 145,106 shares of CALF stock, worth $5.8 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

145,106

Previous 101,250 43.31%

Holding current value

$5.8 Million

Previous $4.71 Million 35.58%

% of portfolio

0.21%

Previous 0.14%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$43.84 - $48.76 $1.92 Million - $2.14 Million	43,856 Added 43.31%	145,106 $6.39 Million
Q3 2024 Nov 14, 2024	BUY	$42.22 - $48.62 $490,976 - $565,401	11,629 Added 12.98%	101,250 $4.71 Million
Q2 2024 Aug 14, 2024	BUY	$43.12 - $48.83 $151,308 - $171,344	3,509 Added 4.07%	89,621 $3.9 Million
Q1 2024 May 15, 2024	BUY	$45.67 - $49.16 $928,242 - $999,176	20,325 Added 30.9%	86,112 $4.23 Million
Q4 2023 Feb 14, 2024	BUY	$39.26 - $48.89 $2.12 Million - $2.64 Million	54,002 Added 458.23%	65,787 $3.16 Million
Q3 2023 Nov 14, 2023	BUY	$39.65 - $43.9 $103,803 - $114,930	2,618 Added 28.56%	11,785 $491,000
Q2 2023 Aug 14, 2023	BUY	$35.81 - $40.7 $73,876 - $83,964	2,063 Added 29.04%	9,167 $373,000
Q1 2023 May 15, 2023	BUY	$35.55 - $41.37 $13,580 - $15,803	382 Added 5.68%	7,104 $270,000
Q4 2022 Feb 14, 2023	BUY	$33.6 - $39.4 $225,859 - $264,846	6,722 New	6,722 $241,000

Others Institutions Holding CALF

# of Institutions

562

Shares Held

133M

Call Options Held

20.1K

Put Options Held

15.8K

View Full List

About PACER FDS TR PACER US SMALL CA

Ticker CALF
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Iht Wealth Management, LLC Pacer Fds Tr Pacer Us Small Ca Transaction History