Next Level Wealth Planning, LLC Pacer Fds Tr Pacer Us Small Ca Transaction History
Next Level Wealth Planning, LLC
- $156 Billion
- Q2 2025
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 5,934 shares of CALF stock, worth $251,957. This represents 0.15% of its overall portfolio holdings.
Number of Shares
5,934Holding current value
$251,957% of portfolio
0.15%Shares
2 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
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Morgan Stanley New York, NY5.78MShares$245 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC4.47MShares$190 Million0.06% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL3.22MShares$137 Million0.2% of portfolio
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Raymond James Financial Inc St. Petersburg, FL3.11MShares$132 Million0.04% of portfolio