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

Amplius Wealth Advisors, LLC

$851 Million
Q4 2024

A detailed history of Amplius Wealth Advisors, LLC transactions in Pacer Fds Tr Pacer Us Small Ca stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 36,562 shares of CALF stock, worth $1.61 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

36,562

Previous 49,928 26.77%

Holding current value

$1.61 Million

Previous $2.32 Million 30.71%

% of portfolio

0.19%

Previous 0.29%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	SELL	$43.84 - $48.76 $585,965 - $651,726	-13,366 Reduced 26.77%	36,562 $1.61 Million
Q3 2024 Oct 16, 2024	SELL	$42.22 - $48.62 $33.9 Million - $39 Million	-803,010 Reduced 94.15%	49,928 $2.32 Million
Q2 2024 Jul 22, 2024	SELL	$43.12 - $48.83 $7.78 Million - $8.81 Million	-180,418 Reduced 17.46%	852,938 $37.2 Million
Q1 2024 Apr 16, 2024	BUY	$45.67 - $49.16 $13.9 Million - $14.9 Million	303,362 Added 41.56%	1,033,356 $50.8 Million
Q4 2023 Jan 10, 2024	BUY	$39.26 - $48.89 $1.62 Million - $2.02 Million	41,243 Added 5.99%	729,994 $35.1 Million
Q3 2023 Oct 17, 2023	BUY	$39.65 - $43.9 $27.3 Million - $30.2 Million	688,751 New	688,751 $28.7 Million

Others Institutions Holding CALF

# of Institutions

536

Shares Held

136M

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