Lionsbridge Wealth Management LLC Pacer Fds Tr Pacer Us Small Ca Transaction History

Lionsbridge Wealth Management LLC

  • $114 Million
  • Q3 2024

A detailed history of Lionsbridge Wealth Management LLC transactions in Pacer Fds Tr Pacer Us Small Ca stock. As of the latest transaction made, Lionsbridge Wealth Management LLC holds 39,867 shares of CALF stock, worth $1.85 Million. This represents 1.63% of its overall portfolio holdings.

Number of Shares
39,867
Previous 45,653 12.67%
Holding current value
$1.85 Million
Previous $1.99 Million 6.74%
% of portfolio
1.63%
Previous 1.66%

Shares

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

Nov 01, 2024
SELL
$42.22 - $48.62 $244,284 - $281,315
-5,786 Reduced 12.67%
39,867 $1.85 Million
Q2 2024

Jul 15, 2024
BUY
$43.12 - $48.83 $790,648 - $895,346
18,336 Added 67.12%
45,653 $1.99 Million
Q1 2024

May 02, 2024
BUY
$45.67 - $49.16 $1.25 Million - $1.34 Million
27,317 New
27,317 $1.34 Million

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
Track This Portfolio

Track Lionsbridge Wealth Management LLC Portfolio

Follow Lionsbridge Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lionsbridge Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lionsbridge Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email