Perissos Private Wealth Management, LLC Pacer Fds Tr Pacer Us Small Ca Transaction History
Perissos Private Wealth Management, LLC
- $110 Billion
- Q1 2025
A detailed history of Perissos Private Wealth Management, LLC transactions in Pacer Fds Tr Pacer Us Small Ca stock. As of the latest transaction made, Perissos Private Wealth Management, LLC holds 10,427 shares of CALF stock, worth $371,722. This represents 0.36% of its overall portfolio holdings.
Number of Shares
10,427
Previous 30,229
65.51%
Holding current value
$371,722
Previous $1.33 Billion
70.61%
% of portfolio
0.36%
Previous 0.99%
Shares
5 transactions
Others Institutions Holding CALF
# of Institutions
525Shares Held
128MCall Options Held
20.1KPut Options Held
15.8K-
Bank Of America Corp Charlotte, NC30.1MShares$1.07 Billion0.11% of portfolio
-
Morgan Stanley New York, NY10.9MShares$388 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA7.88MShares$281 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.4MShares$228 Million0.12% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL5.85MShares$208 Million0.1% of portfolio