National Wealth Management Group, LLC Pacer Fds Tr Pacer Us Small Ca Transaction History
National Wealth Management Group, LLC
- $150 Billion
- Q4 2024
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 61,594 shares of CALF stock, worth $2.62 Million. This represents 1.8% of its overall portfolio holdings.
Number of Shares
61,594
Previous 48,025
28.25%
Holding current value
$2.62 Million
Previous $2.23 Billion
21.33%
% of portfolio
1.8%
Previous 1.51%
Shares
5 transactions
Others Institutions Holding CALF
# of Institutions
559Shares Held
134MCall Options Held
43.8KPut Options Held
19.1K-
Bank Of America Corp Charlotte, NC30.1MShares$1.28 Billion0.11% of portfolio
-
Morgan Stanley New York, NY10.9MShares$463 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA7.88MShares$336 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.4MShares$273 Million0.12% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL5.85MShares$249 Million0.1% of portfolio