Sanchez Wealth Management Group Pacer Fds Tr Pacer Us Small Ca Transaction History
Sanchez Wealth Management Group
- $309 Million
- Q3 2024
A detailed history of Sanchez Wealth Management Group transactions in Pacer Fds Tr Pacer Us Small Ca stock. As of the latest transaction made, Sanchez Wealth Management Group holds 117,980 shares of CALF stock, worth $5.33 Million. This represents 1.78% of its overall portfolio holdings.
Number of Shares
117,980
Previous 123,344
4.35%
Holding current value
$5.33 Million
Previous $5.37 Million
2.16%
% of portfolio
1.78%
Previous 1.85%
Shares
3 transactions
Others Institutions Holding CALF
# of Institutions
520Shares Held
136MCall Options Held
56.4KPut Options Held
19.1K-
Bank Of America Corp Charlotte, NC33.8MShares$1.53 Billion0.13% of portfolio
-
Morgan Stanley New York, NY12MShares$540 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA7.9MShares$357 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.91MShares$312 Million0.15% of portfolio
-
Northwestern Mutual Wealth Management CO4.64MShares$210 Million0.19% of portfolio