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

Twin Peaks Wealth Advisors, LLC

$220 Billion
Q1 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 21,052 shares of CALF stock, worth $809,449. This represents 0.33% of its overall portfolio holdings.

Number of Shares

21,052

Previous 25,719 18.15%

Holding current value

$809,449

Previous $1.13 Billion 36.49%

% of portfolio

0.33%

Previous 0.48%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

482

Shares Held

97.3M

Call Options Held

16K

Put Options Held

View Full List

About PACER FDS TR PACER US SMALL CA

Ticker CALF
Sector ETFs
Industry ETFs

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