Modern Wealth Management, LLC Pacer Fds Tr Pacer Us Small Ca Transaction History

Modern Wealth Management, LLC

$3.08 Trillion
Q1 2025

A detailed history of Modern Wealth Management, LLC transactions in Pacer Fds Tr Pacer Us Small Ca stock. As of the latest transaction made, Modern Wealth Management, LLC holds 453,604 shares of CALF stock, worth $17.4 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares

453,604

Previous 397,948 13.99%

Holding current value

$17.4 Million

Previous $17.1 Billion 0.36%

% of portfolio

0.55%

Previous 0.6%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$36.64 - $45.76 $2.04 Million - $2.55 Million	55,656 Added 13.99%	453,604 $17 Billion
Q4 2024 May 30, 2025	SELL	$43.84 - $48.76 $2.71 Million - $3.01 Million	-61,789 Reduced 13.62%	391,815 $17.2 Million
Q4 2024 May 29, 2025	SELL	$43.84 - $48.76 $16.4 Million - $18.3 Million	-374,565 Reduced 82.58%	79,039 $3.48 Million
Q4 2024 Feb 11, 2025	BUY	$43.84 - $48.76 $1.26 Million - $1.4 Million	28,732 Added 7.78%	397,948 $17.1 Billion
Q3 2024 May 30, 2025	SELL	$42.22 - $48.62 $3.66 Million - $4.21 Million	-86,601 Reduced 19.09%	367,003 $17.1 Million
Q3 2024 May 29, 2025	SELL	$42.22 - $48.62 $16.7 Million - $19.2 Million	-394,422 Reduced 86.95%	59,182 $2.75 Million
Q3 2024 Nov 05, 2024	BUY	$42.22 - $48.62 $15.6 Million - $18 Million	369,216 New	369,216 $17.2 Billion

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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Modern Wealth Management, LLC Pacer Fds Tr Pacer Us Small Ca Transaction History