Shelton Wealth Management, LLC Pacer Fds Tr Pacer Us Small Ca Transaction History
Shelton Wealth Management, LLC
- $180 Million
- Q3 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 6,803 shares of CALF stock, worth $302,733. This represents 0.18% of its overall portfolio holdings.
Number of Shares
6,803
Previous 10,744
36.68%
Holding current value
$302,733
Previous $468,000
32.48%
% of portfolio
0.18%
Previous 0.27%
Shares
3 transactions
Others Institutions Holding CALF
# of Institutions
524Shares Held
137MCall Options Held
56.4KPut Options Held
19.1K-
Bank Of America Corp Charlotte, NC33.8MShares$1.5 Billion0.13% of portfolio
-
Morgan Stanley New York, NY12MShares$532 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA7.9MShares$352 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.91MShares$308 Million0.15% of portfolio
-
Northwestern Mutual Wealth Management CO4.64MShares$206 Million0.19% of portfolio