Sound View Wealth Advisors Group, LLC Pacer Fds Tr Pacer Us Small Ca Transaction History

Sound View Wealth Advisors Group, LLC

$1.21 Billion
Q3 2024

A detailed history of Sound View Wealth Advisors Group, LLC transactions in Pacer Fds Tr Pacer Us Small Ca stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 9,680 shares of CALF stock, worth $430,760. This represents 0.04% of its overall portfolio holdings.

Number of Shares

9,680

Previous 8,823 9.71%

Holding current value

$430,760

Previous $384,000 17.19%

% of portfolio

0.04%

Previous 0.04%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$42.22 - $48.62 $36,182 - $41,667	857 Added 9.71%	9,680 $450,000
Q2 2024 Aug 05, 2024	BUY	$43.12 - $48.83 $172,609 - $195,466	4,003 Added 83.05%	8,823 $384,000
Q1 2024 May 09, 2024	BUY	$45.67 - $49.16 $22,652 - $24,383	496 Added 11.47%	4,820 $236,000
Q4 2023 Feb 08, 2024	BUY	$39.26 - $48.89 $169,760 - $211,400	4,324 New	4,324 $207,000

Others Institutions Holding CALF

# of Institutions

524

Shares Held

137M

Call Options Held

56.4K

Put Options Held

19.1K

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About PACER FDS TR PACER US SMALL CA

Ticker CALF
Sector ETFs
Industry ETFs

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Sound View Wealth Advisors Group, LLC Pacer Fds Tr Pacer Us Small Ca Transaction History