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

Iht Wealth Management, LLC

$2.59 Billion
Q1 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 86,112 shares of CALF stock, worth $3.75 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

86,112

Previous 65,787 30.9%

Holding current value

$3.75 Million

Previous $3.16 Million 34.0%

% of portfolio

0.16%

Previous 0.14%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$35.29 - $39.4 $237,219 - $264,846	6,722 New	6,722 $241,000

Others Institutions Holding CALF

# of Institutions

508

Shares Held

143M

Call Options Held

19.9K

Put Options Held

21.6K

View Full List

About PACER FDS TR PACER US SMALL CA

Ticker CALF
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Industry ETFs

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