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

Instrumental Wealth, LLC

  • $126 Billion
  • Q2 2025

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 108,762 shares of CALF stock, worth $4.39 Million. This represents 3.49% of its overall portfolio holdings.

Number of Shares
108,762
Previous 106,345 2.27%
Holding current value
$4.39 Million
Previous $3.8 Billion 15.34%
% of portfolio
3.49%
Previous 3.45%

Shares

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

Jul 16, 2025
BUY
$32.0 - $39.87 $77,344 - $96,365
2,417 Added 2.27%
108,762 $4.39 Billion
Q1 2025

Apr 28, 2025
BUY
$36.64 - $45.76 $417,769 - $521,755
11,402 Added 12.01%
106,345 $3.8 Billion
Q4 2024

Feb 24, 2025
BUY
$43.84 - $48.76 $656,679 - $730,376
14,979 Added 18.73%
94,943 $3.9 Billion
Q3 2024

Oct 15, 2024
BUY
$42.22 - $48.62 $98,457 - $113,381
2,332 Added 3.0%
79,964 $3.73 Billion
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
454
Shares Held
89.9M
Call Options Held
10.4K
Put Options Held
8K
View Full List

About PACER FDS TR PACER US SMALL CA

CALF Quotes by TradingView
  • Ticker CALF
  • Sector ETFs
  • Industry ETFs
More about CALF
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