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

National Wealth Management Group, LLC

$152 Billion
Q1 2025

A detailed history of National Wealth Management Group, LLC transactions in Pacer Fds Tr Pacer Us Small Ca stock. As of the latest transaction made, National Wealth Management Group, LLC holds 62,215 shares of CALF stock, worth $2.39 Million. This represents 1.53% of its overall portfolio holdings.

Number of Shares

62,215

Previous 61,594 1.01%

Holding current value

$2.39 Million

Previous $2.71 Billion 13.93%

% of portfolio

1.53%

Previous 1.8%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$36.64 - $45.76 $22,753 - $28,416	621 Added 1.01%	62,215 $2.33 Billion
Q4 2024 Feb 12, 2025	BUY	$43.84 - $48.76 $594,864 - $661,624	13,569 Added 28.25%	61,594 $2.71 Billion
Q3 2024 Nov 13, 2024	BUY	$42.22 - $48.62 $83,215 - $95,830	1,971 Added 4.28%	48,025 $2.23 Billion
Q2 2024 Aug 09, 2024	BUY	$43.12 - $48.83 $57,522 - $65,139	1,334 Added 2.98%	46,054 $2.01 Billion
Q1 2024 May 17, 2024	BUY	$45.67 - $49.16 $1.65 Million - $1.77 Million	36,062 Added 416.52%	44,720 $2.2 Billion
Q4 2023 Feb 01, 2024	BUY	$39.26 - $48.89 $339,913 - $423,289	8,658 New	8,658 $416 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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National Wealth Management Group, LLC Pacer Fds Tr Pacer Us Small Ca Transaction History