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

Summit Wealth Partners, LLC

  • $519 Billion
  • Q3 2024

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 49,143 shares of CALF stock, worth $2.25 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares
49,143
Previous 44,404 10.67%
Holding current value
$2.25 Million
Previous $1.93 Billion 18.19%
% of portfolio
0.44%
Previous 0.4%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
522
Shares Held
136M
Call Options Held
56.4K
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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