Pacific Capital Wealth Advisors, Inc Pacer Fds Tr Pacer Us Small Ca Transaction History

Pacific Capital Wealth Advisors, Inc

$544 Million
Q2 2025

A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Pacer Fds Tr Pacer Us Small Ca stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 53,635 shares of CALF stock, worth $2.34 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares

53,635

Previous 53,955 0.59%

Holding current value

$2.34 Million

Previous $2.02 Million 5.8%

% of portfolio

0.39%

Previous 0.35%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 09, 2025	SELL	$32.0 - $39.87 $10,240 - $12,758	-320 Reduced 0.59%	53,635 $2.14 Million
Q1 2025 Apr 17, 2025	BUY	$36.64 - $45.76 $36 - $45	1 Added 0.0%	53,955 $2.02 Million
Q4 2024 Jan 22, 2025	SELL	$43.84 - $48.76 $460,276 - $511,931	-10,499 Reduced 16.29%	53,954 $2.37 Million
Q3 2024 Oct 15, 2024	BUY	$42.22 - $48.62 $2.71 Million - $3.12 Million	64,264 Added 34002.12%	64,453 $3 Million
Q2 2024 Aug 06, 2024	BUY	$43.12 - $48.83 $8,149 - $9,228	189 New	189 $8,000

Others Institutions Holding CALF

# of Institutions

452

Shares Held

75M

Call Options Held

9.4K

Put Options Held

View Full List

About PACER FDS TR PACER US SMALL CA

Ticker CALF
Sector ETFs
Industry ETFs

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Pacific Capital Wealth Advisors, Inc Pacer Fds Tr Pacer Us Small Ca Transaction History