Shelton Wealth Management, LLC Pacer Fds Tr Pacer Us Small Ca Transaction History

Shelton Wealth Management, LLC

  • $188 Million
  • Q4 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 5,120 shares of CALF stock, worth $225,843. This represents 0.12% of its overall portfolio holdings.

Number of Shares
5,120
Previous 6,803 24.74%
Holding current value
$225,843
Previous $316,000 28.8%
% of portfolio
0.12%
Previous 0.18%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
SELL
$43.84 - $48.76 $73,782 - $82,063
-1,683 Reduced 24.74%
5,120 $225,000
Q3 2024

Oct 21, 2024
SELL
$42.22 - $48.62 $166,389 - $191,611
-3,941 Reduced 36.68%
6,803 $316,000
Q2 2024

Jul 23, 2024
SELL
$43.12 - $48.83 $212,667 - $240,829
-4,932 Reduced 31.46%
10,744 $468,000
Q1 2024

May 14, 2024
BUY
$45.67 - $49.16 $715,922 - $770,632
15,676 New
15,676 $770,000

Others Institutions Holding CALF

# of Institutions
536
Shares Held
136M
Call Options Held
60.6K
Put Options Held
19.1K
View Full List

About PACER FDS TR PACER US SMALL CA

CALF Quotes by TradingView
  • Ticker CALF
  • Sector ETFs
  • Industry ETFs
More about CALF
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