Summit Wealth Partners, LLC Pacer Fds Tr Pacer Us Small Ca Transaction History
Summit Wealth Partners, LLC
- $482 Billion
- Q2 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 44,404 shares of CALF stock, worth $2.09 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
44,404
Previous 21,894
102.81%
Holding current value
$2.09 Million
Previous $1.08 Billion
79.71%
% of portfolio
0.4%
Previous 0.23%
Shares
3 transactions
Others Institutions Holding CALF
# of Institutions
523Shares Held
147MCall Options Held
15.2KPut Options Held
17.2K-
Bank Of America Corp Charlotte, NC34.9MShares$1.64 Billion0.14% of portfolio
-
Morgan Stanley New York, NY11.7MShares$552 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA7.57MShares$357 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.76MShares$319 Million0.15% of portfolio
-
Northwestern Mutual Wealth Management CO5.45MShares$257 Million0.23% of portfolio