Ivc Wealth Advisors LLC Pacer Fds Tr Pacer Us Small Ca Transaction History
Ivc Wealth Advisors LLC
- $181 Million
- Q3 2024
A detailed history of Ivc Wealth Advisors LLC transactions in Pacer Fds Tr Pacer Us Small Ca stock. As of the latest transaction made, Ivc Wealth Advisors LLC holds 37,624 shares of CALF stock, worth $1.67 Million. This represents 0.96% of its overall portfolio holdings.
Number of Shares
37,624
Previous 34,376
9.45%
Holding current value
$1.67 Million
Previous $1.5 Million
16.9%
% of portfolio
0.96%
Previous 0.84%
Shares
4 transactions
Others Institutions Holding CALF
# of Institutions
524Shares Held
137MCall Options Held
56.4KPut Options Held
19.1K-
Bank Of America Corp Charlotte, NC33.8MShares$1.5 Billion0.13% of portfolio
-
Morgan Stanley New York, NY12MShares$532 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA7.9MShares$351 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.91MShares$307 Million0.15% of portfolio
-
Northwestern Mutual Wealth Management CO4.64MShares$206 Million0.19% of portfolio