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

Modern Wealth Management, LLC

  • $2.86 Trillion
  • Q4 2024

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 397,948 shares of CALF stock, worth $14.9 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares
397,948
Previous 369,216 7.78%
Holding current value
$14.9 Million
Previous $17.2 Billion 0.61%
% of portfolio
0.6%
Previous 1.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

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
563
Shares Held
133M
Call Options Held
20.1K
Put Options Held
15.8K
View Full List

About PACER FDS TR PACER US SMALL CA

CALF Quotes by TradingView
  • Ticker CALF
  • Sector ETFs
  • Industry ETFs
More about CALF
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