Long Island Wealth Management, Inc. Pacer Fds Tr Pacer Us Small Ca Transaction History

Long Island Wealth Management, Inc.

  • $152 Billion
  • Q3 2024

A detailed history of Long Island Wealth Management, Inc. transactions in Pacer Fds Tr Pacer Us Small Ca stock. As of the latest transaction made, Long Island Wealth Management, Inc. holds 15,669 shares of CALF stock, worth $664,992. This represents 0.48% of its overall portfolio holdings.

Number of Shares
15,669
Previous 14,850 5.52%
Holding current value
$664,992
Previous $647 Million 12.67%
% of portfolio
0.48%
Previous 0.46%

Shares

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

Nov 12, 2024
BUY
$42.22 - $48.62 $34,578 - $39,819
819 Added 5.52%
15,669 $729 Million
Q2 2024

Aug 15, 2024
SELL
$43.12 - $48.83 $43 - $48
-1 Reduced 0.01%
14,850 $647 Million
Q1 2024

May 13, 2024
BUY
$45.67 - $49.16 $83,393 - $89,766
1,826 Added 14.02%
14,851 $730 Million
Q4 2023

Feb 14, 2024
BUY
$39.26 - $48.89 $511,361 - $636,792
13,025 New
13,025 $626 Million

Others Institutions Holding CALF

# of Institutions
545
Shares Held
140M
Call Options Held
60.6K
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 Long Island Wealth Management, Inc. Portfolio

Follow Long Island Wealth Management, Inc. 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 Long Island Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Long Island Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email