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 48,025 shares of CALF stock, worth $2.14 Million. This represents 1.51% of its overall portfolio holdings.

Number of Shares
48,025
Previous 46,054 4.28%
Holding current value
$2.14 Million
Previous $2.01 Billion 11.37%
% of portfolio
1.51%
Previous 1.53%

Shares

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

About PACER FDS TR PACER US SMALL CA


  • Ticker CALF
  • Sector ETFs
  • Industry ETFs
More about CALF
Track This Portfolio

Track National Wealth Management Group, LLC Portfolio

Follow National Wealth Management Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of National Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on National Wealth Management Group, LLC with notifications on news.