Kellett Schaffner Wealth Advisors LLC Pacer Fds Tr Pacer Us Small Ca Transaction History

Kellett Schaffner Wealth Advisors LLC

  • $107 Million
  • Q3 2024

A detailed history of Kellett Schaffner Wealth Advisors LLC transactions in Pacer Fds Tr Pacer Us Small Ca stock. As of the latest transaction made, Kellett Schaffner Wealth Advisors LLC holds 103,406 shares of CALF stock, worth $4.67 Million. This represents 4.51% of its overall portfolio holdings.

Number of Shares
103,406
Previous 80,827 27.93%
Holding current value
$4.67 Million
Previous $3.52 Million 36.65%
% of portfolio
4.51%
Previous 2.84%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
BUY
$42.22 - $48.62 $953,285 - $1.1 Million
22,579 Added 27.93%
103,406 $4.81 Million
Q2 2024

Aug 09, 2024
BUY
$43.12 - $48.83 $3.13 Million - $3.55 Million
72,699 Added 894.43%
80,827 $3.52 Million
Q1 2024

Apr 26, 2024
BUY
$45.67 - $49.16 $151,076 - $162,621
3,308 Added 68.63%
8,128 $399,000
Q4 2023

Jan 31, 2024
BUY
$39.26 - $48.89 $189,233 - $235,649
4,820 New
4,820 $231,000

Others Institutions Holding CALF

# of Institutions
520
Shares Held
136M
Call Options Held
56.4K
Put Options Held
19.1K
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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