Mb, Levis & Associates, LLC Pacer Fds Tr Pacer Us Small Ca Transaction History

Mb, Levis & Associates, LLC

$215 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 07, 2025	SELL	$36.64 - $45.76 $5,202 - $6,497	-142 Closed	0 $0
Q1 2024 May 07, 2025	BUY	$45.67 - $49.16 $6,485 - $6,980	142 New	142 $6.98 Million

Others Institutions Holding CALF

# of Institutions

519

Shares Held

125M

Call Options Held

20.1K

Put Options Held

15.8K

Bank Of America Corp Charlotte, NC

30.1M
Shares

$1.07 Billion
0.11% of portfolio
Morgan Stanley New York, NY

10.9M
Shares

$388 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

7.88M
Shares

$281 Million
0.08% of portfolio
Raymond James Financial Inc St. Petersburg, FL

5.85M
Shares

$208 Million
0.1% of portfolio
Lpl Financial LLC Fort Mill, SC

4.89M
Shares

$174 Million
0.07% of portfolio

About PACER FDS TR PACER US SMALL CA

Ticker CALF
Sector ETFs
Industry ETFs

More about CALF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mb, Levis & Associates, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mb, Levis & Associates, LLC with notifications on news.