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 $197,913. This represents 0.17% of its overall portfolio holdings.
Number of Shares
5,013Holding current value
$197,913% of portfolio
0.17%Shares
1 transactions
Others Institutions Holding CALF
# of Institutions
562Shares Held
133MCall Options Held
20.1KPut Options Held
15.8K-
Bank Of America Corp Charlotte, NC30.1MShares$1.19 Billion0.11% of portfolio
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Morgan Stanley New York, NY10.9MShares$430 Million0.03% of portfolio
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Wells Fargo & Company San Francisco, CA7.88MShares$311 Million0.08% of portfolio
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Lpl Financial LLC Fort Mill, SC6.4MShares$253 Million0.12% of portfolio
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Raymond James Financial Inc St. Petersburg, FL5.85MShares$231 Million0.1% of portfolio