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

Long Island Wealth Management, Inc.

$164 Billion
Q1 2025

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 155,767 shares of CALF stock, worth $5.99 Million. This represents 3.56% of its overall portfolio holdings.

Number of Shares

155,767

Previous 121,503 28.2%

Holding current value

$5.99 Million

Previous $5.35 Billion 9.24%

% of portfolio

3.56%

Previous 3.35%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$36.64 - $45.76 $1.26 Million - $1.57 Million	34,264 Added 28.2%	155,767 $5.84 Billion
Q4 2024 Feb 14, 2025	BUY	$43.84 - $48.76 $4.64 Million - $5.16 Million	105,834 Added 675.44%	121,503 $5.35 Billion
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

482

Shares Held

97.3M

Call Options Held

16K

Put Options Held

View Full List

About PACER FDS TR PACER US SMALL CA

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