National Wealth Management Group, LLC Pacer Fds Tr Pacer Us Small Ca Transaction History
National Wealth Management Group, LLC
- $265 Billion
- Q3 2025
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 55,952 shares of CALF stock, worth $2.43 Million. This represents 0.92% of its overall portfolio holdings.
Number of Shares
55,952
Previous 62,385
10.31%
Holding current value
$2.43 Million
Previous $2.48 Billion
1.38%
% of portfolio
0.92%
Previous 1.39%
Shares
8 transactions
Others Institutions Holding CALF
# of Institutions
452Shares Held
67.3MCall Options Held
8KPut Options Held
0-
Bank Of America Corp Charlotte, NC13.3MShares$579 Million0.04% of portfolio
-
Morgan Stanley New York, NY5.24MShares$228 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.91MShares$170 Million0.05% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL3.22MShares$140 Million0.2% of portfolio
-
Raymond James & Associates St Petersburg, FL2.87MShares$125 Million0.08% of portfolio