A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Pacer Fds Tr Pacer Us Small Ca stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 22,805 shares of CALF stock, worth $1.03 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares
22,805
Previous 16,505 38.17%
Holding current value
$1.03 Million
Previous $719 Million 47.54%
% of portfolio
0.49%
Previous 0.36%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024

BUY
$42.22 - $48.62 $265,986 - $306,306
6,300 Added 38.17%
22,805 $1.06 Billion
Q2 2024

Jul 31, 2024

BUY
$43.12 - $48.83 $225,991 - $255,918
5,241 Added 46.53%
16,505 $719 Million
Q1 2024

Apr 23, 2024

BUY
$45.67 - $49.16 $241,776 - $260,253
5,294 Added 88.68%
11,264 $554 Million
Q4 2023

Jan 17, 2024

BUY
$39.26 - $48.89 $234,382 - $291,873
5,970 New
5,970 $287 Million

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 Twin Peaks Wealth Advisors, LLC Portfolio

Follow Twin Peaks Wealth Advisors, 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 Twin Peaks Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Twin Peaks Wealth Advisors, LLC with notifications on news.