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

Summit Wealth Partners, LLC

  • $487 Billion
  • Q4 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 55,174 shares of CALF stock, worth $2.1 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares
55,174
Previous 49,143 12.27%
Holding current value
$2.1 Million
Previous $2.29 Billion 6.22%
% of portfolio
0.5%
Previous 0.44%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
564
Shares Held
133M
Call Options Held
20.1K
Put Options Held
15.8K
View Full List

About PACER FDS TR PACER US SMALL CA

CALF Quotes by TradingView
  • Ticker CALF
  • Sector ETFs
  • Industry ETFs
More about CALF
Track This Portfolio

Track Summit Wealth Partners, LLC Portfolio

Follow Summit Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email