National Wealth Management Group, LLC Pacer Fds Tr Pacer Us Small Ca Transaction History

National Wealth Management Group, LLC

$150 Billion
Q4 2024

A detailed history of National Wealth Management Group, LLC transactions in Pacer Fds Tr Pacer Us Small Ca stock. As of the latest transaction made, National Wealth Management Group, LLC holds 61,594 shares of CALF stock, worth $2.61 Million. This represents 1.8% of its overall portfolio holdings.

Number of Shares

61,594

Previous 48,025 28.25%

Holding current value

$2.61 Million

Previous $2.23 Billion 21.33%

% of portfolio

1.8%

Previous 1.51%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$43.84 - $48.76 $594,864 - $661,624	13,569 Added 28.25%	61,594 $2.71 Billion
Q3 2024 Nov 13, 2024	BUY	$42.22 - $48.62 $83,215 - $95,830	1,971 Added 4.28%	48,025 $2.23 Billion
Q2 2024 Aug 09, 2024	BUY	$43.12 - $48.83 $57,522 - $65,139	1,334 Added 2.98%	46,054 $2.01 Billion
Q1 2024 May 17, 2024	BUY	$45.67 - $49.16 $1.65 Million - $1.77 Million	36,062 Added 416.52%	44,720 $2.2 Billion
Q4 2023 Feb 01, 2024	BUY	$39.26 - $48.89 $339,913 - $423,289	8,658 New	8,658 $416 Million

Others Institutions Holding CALF

# of Institutions

551

Shares Held

138M

Call Options Held

60.6K

Put Options Held

19.1K

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About PACER FDS TR PACER US SMALL CA

Ticker CALF
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National Wealth Management Group, LLC Pacer Fds Tr Pacer Us Small Ca Transaction History