Intrepid Financial Planning Group LLC Pacer Fds Tr Pacer Us Small Ca Transaction History

Intrepid Financial Planning Group LLC

$234 Million
Q4 2024

A detailed history of Intrepid Financial Planning Group LLC transactions in Pacer Fds Tr Pacer Us Small Ca stock. As of the latest transaction made, Intrepid Financial Planning Group LLC holds 19,545 shares of CALF stock, worth $742,319. This represents 0.37% of its overall portfolio holdings.

Number of Shares

19,545

Previous 23,055 15.22%

Holding current value

$742,319

Previous $1.07 Million 19.78%

% of portfolio

0.37%

Previous 0.46%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	SELL	$43.84 - $48.76 $153,878 - $171,147	-3,510 Reduced 15.22%	19,545 $860,000
Q3 2024 Nov 04, 2024	BUY	$42.22 - $48.62 $72,787 - $83,820	1,724 Added 8.08%	23,055 $1.07 Million
Q2 2024 Aug 12, 2024	BUY	$43.12 - $48.83 $114,656 - $129,838	2,659 Added 14.24%	21,331 $929,000
Q1 2024 May 13, 2024	BUY	$45.67 - $49.16 $327,590 - $352,624	7,173 Added 62.38%	18,672 $917,000
Q4 2023 Feb 13, 2024	BUY	$39.26 - $48.89 $186,053 - $231,689	4,739 Added 70.1%	11,499 $552,000
Q3 2023 Nov 03, 2023	BUY	$39.65 - $43.9 $20,736 - $22,959	523 Added 8.39%	6,760 $281,000
Q2 2023 Aug 09, 2023	BUY	$35.81 - $40.7 $34,019 - $38,665	950 Added 17.97%	6,237 $253,000
Q1 2023 May 02, 2023	BUY	$35.55 - $41.37 $187,952 - $218,723	5,287 New	5,287 $201,000

Others Institutions Holding CALF

# of Institutions

564

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
Sector ETFs
Industry ETFs

More about CALF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Intrepid Financial Planning Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Intrepid Financial Planning Group LLC with notifications on news.

Account

Intrepid Financial Planning Group LLC Pacer Fds Tr Pacer Us Small Ca Transaction History