True Wealth Advisors, LLC Pacer Fds Tr Pacer Us Small Ca Transaction History
True Wealth Advisors, LLC
- $249 Million
- Q2 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 20,873 shares of CALF stock, worth $956,192. This represents 0.37% of its overall portfolio holdings.
Number of Shares
20,873
Previous 13,835
50.87%
Holding current value
$956,192
Previous $680,000
33.68%
% of portfolio
0.37%
Previous 0.28%
Shares
4 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$1.6 Billion0.14% of portfolio
-
Morgan Stanley New York, NY11.7MShares$536 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA7.57MShares$347 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.76MShares$310 Million0.15% of portfolio
-
Northwestern Mutual Wealth Management CO5.45MShares$250 Million0.23% of portfolio