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

Sound View Wealth Advisors Group, LLC

$1.23 Billion
Q4 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 7,840 shares of CALF stock, worth $332,729. This represents 0.03% of its overall portfolio holdings.

Number of Shares

7,840

Previous 9,680 19.01%

Holding current value

$332,729

Previous $450,000 23.33%

% of portfolio

0.03%

Previous 0.04%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$43.84 - $48.76 $80,665 - $89,718	-1,840 Reduced 19.01%	7,840 $345,000
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

545

Shares Held

140M

Call Options Held

60.6K

Put Options Held

19.1K

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About PACER FDS TR PACER US SMALL CA

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