True Wealth Advisors, LLC Pacer Fds Tr Pacer Us Small Ca Transaction History

True Wealth Advisors, LLC

$262 Million
Q4 2024

A detailed history of True Wealth Advisors, LLC transactions in Pacer Fds Tr Pacer Us Small Ca stock. As of the latest transaction made, True Wealth Advisors, LLC holds 29,753 shares of CALF stock, worth $1.34 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares

29,753

Previous 25,243 17.87%

Holding current value

$1.34 Million

Previous $1.17 Million 11.5%

% of portfolio

0.5%

Previous 0.43%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$43.84 - $48.76 $197,718 - $219,907	4,510 Added 17.87%	29,753 $1.31 Million
Q3 2024 Oct 29, 2024	BUY	$42.22 - $48.62 $184,501 - $212,469	4,370 Added 20.94%	25,243 $1.17 Million
Q2 2024 Jul 24, 2024	BUY	$43.12 - $48.83 $303,478 - $343,665	7,038 Added 50.87%	20,873 $909,000
Q1 2024 Apr 23, 2024	BUY	$45.67 - $49.16 $56,539 - $60,860	1,238 Added 9.83%	13,835 $680,000
Q4 2023 Feb 08, 2024	BUY	$39.26 - $48.89 $214,241 - $266,792	5,457 Added 76.43%	12,597 $605,000
Q3 2023 Nov 07, 2023	BUY	$39.65 - $43.9 $283,101 - $313,446	7,140 New	7,140 $297,000

Others Institutions Holding CALF

# of Institutions

522

Shares Held

137M

Call Options Held

56.4K

Put Options Held

19.1K

View Full List

About PACER FDS TR PACER US SMALL CA

Ticker CALF
Sector ETFs
Industry ETFs

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True Wealth Advisors, LLC Pacer Fds Tr Pacer Us Small Ca Transaction History