Shelton Wealth Management, LLC Pacer Fds Tr Pacer Us Small Ca Transaction History
Shelton Wealth Management, LLC
- $174 Million
- Q2 2024
A detailed history of Shelton Wealth Management, LLC transactions in Pacer Fds Tr Pacer Us Small Ca stock. As of the latest transaction made, Shelton Wealth Management, LLC holds 10,744 shares of CALF stock, worth $499,810. This represents 0.27% of its overall portfolio holdings.
Number of Shares
10,744
Previous 15,676
31.46%
Holding current value
$499,810
Previous $770,000
39.22%
% of portfolio
0.27%
Previous 0.49%
Shares
2 transactions
Others Institutions Holding CALF
# of Institutions
524Shares Held
147MCall Options Held
15.2KPut Options Held
17.2K-
Bank Of America Corp Charlotte, NC34.9MShares$1.62 Billion0.14% of portfolio
-
Morgan Stanley New York, NY11.7MShares$545 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA7.57MShares$352 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.76MShares$314 Million0.15% of portfolio
-
Northwestern Mutual Wealth Management CO5.45MShares$253 Million0.23% of portfolio