Tradition Wealth Management, LLC Pacer Fds Tr Pacer Us Small Ca Transaction History

Tradition Wealth Management, LLC

$1.04 Billion
Q1 2025

A detailed history of Tradition Wealth Management, LLC transactions in Pacer Fds Tr Pacer Us Small Ca stock. As of the latest transaction made, Tradition Wealth Management, LLC holds 155,393 shares of CALF stock, worth $6.41 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares

155,393

Previous 425,098 63.45%

Holding current value

$6.41 Million

Previous $18.7 Million 68.85%

% of portfolio

0.56%

Previous 1.77%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$36.64 - $45.76 $9.88 Million - $12.3 Million	-269,705 Reduced 63.45%	155,393 $5.83 Million
Q4 2024 Feb 13, 2025	SELL	$43.84 - $48.76 $1.3 Million - $1.44 Million	-29,605 Reduced 6.51%	425,098 $18.7 Million
Q3 2024 Nov 14, 2024	SELL	$42.22 - $48.62 $207,131 - $238,529	-4,906 Reduced 1.07%	454,703 $21.2 Million
Q2 2024 Aug 12, 2024	SELL	$43.12 - $48.83 $210,641 - $238,534	-4,885 Reduced 1.05%	459,609 $20 Million
Q1 2024 May 13, 2024	BUY	$45.67 - $49.16 $6.86 Million - $7.38 Million	150,128 Added 47.76%	464,494 $22.8 Million
Q4 2023 Feb 12, 2024	BUY	$39.26 - $48.89 $9.4 Million - $11.7 Million	239,347 Added 319.05%	314,366 $15.1 Million
Q3 2023 Nov 13, 2023	BUY	$39.65 - $43.9 $704,937 - $780,498	17,779 Added 31.06%	75,019 $3.13 Million
Q2 2023 Aug 14, 2023	BUY	$35.81 - $40.7 $248,091 - $281,969	6,928 Added 13.77%	57,240 $2.33 Million
Q1 2023 May 11, 2023	BUY	$35.55 - $41.37 $1.79 Million - $2.08 Million	50,312 New	50,312 $1.92 Million

Others Institutions Holding CALF

# of Institutions

465

Shares Held

92.7M

Call Options Held

16K

Put Options Held

View Full List

About PACER FDS TR PACER US SMALL CA

Ticker CALF
Sector ETFs
Industry ETFs

More about CALF

Track This Portfolio

Portfolio Update

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

News

Stay updated on Tradition Wealth Management, LLC with notifications on news.

Account

Tradition Wealth Management, LLC Pacer Fds Tr Pacer Us Small Ca Transaction History