A detailed history of Wealthcare Advisory Partners LLC transactions in Pacer Fds Tr Pacer Us Small Ca stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 126,994 shares of CALF stock, worth $5.82 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
126,994
Previous 151,442 16.14%
Holding current value
$5.82 Million
Previous $7.44 Million 25.7%
% of portfolio
0.18%
Previous 0.25%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

SELL
$43.12 - $48.83 $1.05 Million - $1.19 Million
-24,448 Reduced 16.14%
126,994 $5.53 Million
Q1 2024

Apr 15, 2024

BUY
$45.67 - $49.16 $2.99 Million - $3.22 Million
65,556 Added 76.33%
151,442 $7.44 Million
Q4 2023

Feb 06, 2024

BUY
$39.26 - $48.89 $1.82 Million - $2.26 Million
46,275 Added 116.82%
85,886 $4.13 Million
Q3 2023

Oct 12, 2023

BUY
$39.65 - $43.9 $9,436 - $10,448
238 Added 0.6%
39,611 $1.65 Million
Q2 2023

Jul 17, 2023

BUY
$35.81 - $40.7 $82,291 - $93,528
2,298 Added 6.2%
39,373 $1.6 Million
Q1 2023

May 04, 2023

BUY
$35.55 - $41.37 $494,287 - $575,208
13,904 Added 60.01%
37,075 $1.41 Million
Q4 2022

Feb 13, 2023

BUY
$33.6 - $39.4 $6,484 - $7,604
193 Added 0.84%
23,171 $832,000
Q3 2022

Nov 14, 2022

BUY
$32.0 - $40.37 $16,832 - $21,234
526 Added 2.34%
22,978 $747,000
Q2 2022

Aug 15, 2022

BUY
$33.51 - $41.07 $752,366 - $922,103
22,452 New
22,452 $756,000
Q2 2021

Aug 16, 2021

SELL
$40.56 - $45.28 $40,560 - $45,280
-1,000 Closed
0 $0
Q1 2021

Apr 30, 2021

BUY
$31.08 - $42.92 $31,080 - $42,920
1,000 New
1,000 $41,000

Others Institutions Holding CALF

About PACER FDS TR PACER US SMALL CA


  • Ticker CALF
  • Sector ETFs
  • Industry ETFs
More about CALF
Track This Portfolio

Track Wealthcare Advisory Partners LLC Portfolio

Follow Wealthcare Advisory Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthcare Advisory Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthcare Advisory Partners LLC with notifications on news.