National Wealth Management Group, LLC Pacer Fds Tr Pacer Us Small Ca Transaction History
National Wealth Management Group, LLC
- $178 Billion
- Q2 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 62,385 shares of CALF stock, worth $2.65 Million. This represents 1.39% of its overall portfolio holdings.
Number of Shares
62,385
Previous 62,215
0.27%
Holding current value
$2.65 Million
Previous $2.33 Billion
6.46%
% of portfolio
1.39%
Previous 1.53%
Shares
7 transactions
Others Institutions Holding CALF
# of Institutions
448Shares Held
74.7MCall Options Held
9.4KPut Options Held
0-
Bank Of America Corp Charlotte, NC15.3MShares$651 Million0.05% of portfolio
-
Morgan Stanley New York, NY5.78MShares$245 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.47MShares$190 Million0.06% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL3.22MShares$137 Million0.2% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.11MShares$132 Million0.04% of portfolio