Next Level Wealth Planning, LLC Pacer Fds Tr Pacer Us Small Ca Transaction History
Next Level Wealth Planning, LLC
- $127 Billion
- Q4 2024
A detailed history of Next Level Wealth Planning, LLC transactions in Pacer Fds Tr Pacer Us Small Ca stock. As of the latest transaction made, Next Level Wealth Planning, LLC holds 5,013 shares of CALF stock, worth $224,933. This represents 0.17% of its overall portfolio holdings.
Number of Shares
5,013Holding current value
$224,933% of portfolio
0.17%Shares
1 transactions
Others Institutions Holding CALF
# of Institutions
535Shares Held
136MCall Options Held
56.4KPut Options Held
19.1K-
Bank Of America Corp Charlotte, NC33.8MShares$1.52 Billion0.13% of portfolio
-
Morgan Stanley New York, NY12MShares$537 Million0.04% of portfolio
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Wells Fargo & Company San Francisco, CA7.9MShares$354 Million0.08% of portfolio
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Lpl Financial LLC Fort Mill, SC6.91MShares$310 Million0.15% of portfolio
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Northwestern Mutual Wealth Management CO4.64MShares$208 Million0.19% of portfolio