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

Twin Peaks Wealth Advisors, LLC

$309 Billion
Q2 2025

A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Pacer Fds Tr Pacer Us Small Ca stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 20,985 shares of CALF stock, worth $927,956. This represents 0.28% of its overall portfolio holdings.

Number of Shares

20,985

Previous 21,052 0.32%

Holding current value

$927,956

Previous $719 Million 20.67%

% of portfolio

0.28%

Previous 0.33%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$32.0 - $39.87 $2,144 - $2,671	-67 Reduced 0.32%	20,985 $868 Million
Q1 2025 Apr 16, 2025	SELL	$36.64 - $45.76 $170,998 - $213,561	-4,667 Reduced 18.15%	21,052 $719 Million
Q4 2024 Feb 04, 2025	BUY	$43.84 - $48.76 $127,749 - $142,086	2,914 Added 12.78%	25,719 $1.13 Billion
Q3 2024 Oct 25, 2024	BUY	$42.22 - $48.62 $265,986 - $306,306	6,300 Added 38.17%	22,805 $1.06 Billion
Q2 2024 Jul 31, 2024	BUY	$43.12 - $48.83 $225,991 - $255,918	5,241 Added 46.53%	16,505 $719 Million
Q1 2024 Apr 23, 2024	BUY	$45.67 - $49.16 $241,776 - $260,253	5,294 Added 88.68%	11,264 $554 Million
Q4 2023 Jan 17, 2024	BUY	$39.26 - $48.89 $234,382 - $291,873	5,970 New	5,970 $287 Million

Others Institutions Holding CALF

# of Institutions

452

Shares Held

75.1M

Call Options Held

9.4K

Put Options Held

View Full List

About PACER FDS TR PACER US SMALL CA

Ticker CALF
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Twin Peaks Wealth Advisors, LLC Pacer Fds Tr Pacer Us Small Ca Transaction History