Summit Wealth Partners, LLC Pacer Fds Tr Pacer Us Small Ca Transaction History

Summit Wealth Partners, LLC

$493 Billion
Q1 2025

A detailed history of Summit Wealth Partners, LLC transactions in Pacer Fds Tr Pacer Us Small Ca stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 37,241 shares of CALF stock, worth $1.49 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

37,241

Previous 55,174 32.5%

Holding current value

$1.49 Million

Previous $2.43 Billion 42.49%

% of portfolio

0.28%

Previous 0.5%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	SELL	$36.64 - $45.76 $657,065 - $820,614	-17,933 Reduced 32.5%	37,241 $1.4 Billion
Q4 2024 Jan 27, 2025	BUY	$43.84 - $48.76 $264,399 - $294,071	6,031 Added 12.27%	55,174 $2.43 Billion
Q3 2024 Oct 28, 2024	BUY	$42.22 - $48.62 $200,080 - $230,410	4,739 Added 10.67%	49,143 $2.29 Billion
Q2 2024 Sep 11, 2024	BUY	$43.12 - $48.83 $970,631 - $1.1 Million	22,510 Added 102.81%	44,404 $1.93 Billion
Q1 2024 Sep 11, 2024	BUY	$45.67 - $49.16 $551,008 - $593,115	12,065 Added 122.75%	21,894 $1.08 Billion
Q4 2023 Sep 11, 2024	BUY	$39.26 - $48.89 $385,886 - $480,539	9,829 New	9,829 $472 Million

Others Institutions Holding CALF

# of Institutions

462

Shares Held

91.3M

Call Options Held

10.4K

Put Options Held

View Full List

About PACER FDS TR PACER US SMALL CA

Ticker CALF
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Summit Wealth Partners, LLC Pacer Fds Tr Pacer Us Small Ca Transaction History