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

Kingswood Wealth Advisors, LLC

  • $1.33 Trillion
  • Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Pacer Fds Tr Pacer Us Small Ca stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 13,380 shares of CALF stock, worth $600,360. This represents 0.04% of its overall portfolio holdings.

Number of Shares
13,380
Previous 19,261 30.53%
Holding current value
$600,360
Previous $896 Million 34.26%
% of portfolio
0.04%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
SELL
$43.84 - $48.76 $257,823 - $286,757
-5,881 Reduced 30.53%
13,380 $589 Million
Q3 2024

Oct 21, 2024
SELL
$42.22 - $48.62 $165,122 - $190,152
-3,911 Reduced 16.88%
19,261 $896 Million
Q2 2024

Jul 09, 2024
BUY
$43.12 - $48.83 $151,092 - $171,100
3,504 Added 17.82%
23,172 $1.01 Billion
Q1 2024

Apr 15, 2024
BUY
$45.67 - $49.16 $898,237 - $966,878
19,668 New
19,668 $967 Million

Others Institutions Holding CALF

# of Institutions
535
Shares Held
136M
Call Options Held
56.4K
Put Options Held
19.1K
View Full List

About PACER FDS TR PACER US SMALL CA

CALF Quotes by TradingView
  • Ticker CALF
  • Sector ETFs
  • Industry ETFs
More about CALF
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