Instrumental Wealth, LLC Pacer Fds Tr Pacer Us Small Ca Transaction History

Instrumental Wealth, LLC

$106 Billion
Q4 2024

A detailed history of Instrumental Wealth, LLC transactions in Pacer Fds Tr Pacer Us Small Ca stock. As of the latest transaction made, Instrumental Wealth, LLC holds 94,943 shares of CALF stock, worth $3.6 Million. This represents 3.69% of its overall portfolio holdings.

Number of Shares

94,943

Previous 79,964 18.73%

Holding current value

$3.6 Million

Previous $3.73 Billion 4.39%

% of portfolio

3.69%

Previous 3.64%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 24, 2025	BUY	$43.84 - $48.76 $656,679 - $730,376	14,979 Added 18.73%	94,943 $3.9 Billion
Q3 2024 Oct 15, 2024	BUY	$42.22 - $48.62 $98,457 - $113,381	2,332 Added 3.0%	79,964 $3.73 Billion
Q2 2024 Jul 26, 2024	BUY	$43.12 - $48.83 $541,414 - $613,109	12,556 Added 19.29%	77,632 $3.62 Billion
Q1 2024 May 29, 2024	BUY	$45.67 - $49.16 $3,059 - $3,293	67 Added 0.1%	65,076 $3 Billion
Q4 2023 Jan 25, 2024	BUY	$39.26 - $48.89 $54,806 - $68,250	1,396 Added 2.19%	65,009 $3.04 Billion
Q3 2023 Oct 18, 2023	BUY	$39.65 - $43.9 $139,052 - $153,957	3,507 Added 5.83%	63,613 $2.63 Billion
Q2 2023 Jul 13, 2023	BUY	$35.81 - $40.7 $65,568 - $74,521	1,831 Added 3.14%	60,106 $2.5 Billion
Q1 2023 May 04, 2023	BUY	$35.55 - $41.37 $2.07 Million - $2.41 Million	58,275 New	58,275 $2.1 Billion

Others Institutions Holding CALF

# of Institutions

561

Shares Held

133M

Call Options Held

20.1K

Put Options Held

15.8K

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About PACER FDS TR PACER US SMALL CA

Ticker CALF
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Instrumental Wealth, LLC Pacer Fds Tr Pacer Us Small Ca Transaction History