Instrumental Wealth, LLC Pacer Fds Tr Pacer Us Small Ca Transaction History

Instrumental Wealth, LLC

$96.8 Billion
Q2 2024

A detailed history of Instrumental Wealth, LLC transactions in Pacer Fds Tr Pacer Us Small Ca stock. As of the latest transaction made, Instrumental Wealth, LLC holds 77,632 shares of CALF stock, worth $3.61 Million. This represents 3.74% of its overall portfolio holdings.

Number of Shares

77,632

Previous 65,076 19.29%

Holding current value

$3.61 Million

Previous $3 Billion 20.56%

% of portfolio

3.74%

Previous 1.31%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 26, 2024	BUY	$43.12 - $48.83 $541,414 - $613,109	12,556 Added 19.29%	77,632 $3.62 Billion
Q1 2024 May 29, 2024	BUY	$45.67 - $49.16 $3,059 - $3,293	67 Added 0.1%	65,076 $3 Billion
Q4 2023 Jan 25, 2024	BUY	$39.26 - $48.89 $54,806 - $68,250	1,396 Added 2.19%	65,009 $3.04 Billion
Q3 2023 Oct 18, 2023	BUY	$39.65 - $43.9 $139,052 - $153,957	3,507 Added 5.83%	63,613 $2.63 Billion
Q2 2023 Jul 13, 2023	BUY	$35.81 - $40.7 $65,568 - $74,521	1,831 Added 3.14%	60,106 $2.5 Billion
Q1 2023 May 04, 2023	BUY	$35.55 - $41.37 $2.07 Million - $2.41 Million	58,275 New	58,275 $2.1 Billion

Others Institutions Holding CALF

# of Institutions

524

Shares Held

147M

Call Options Held

15.2K

Put Options Held

17.2K

View Full List

About PACER FDS TR PACER US SMALL CA

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