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 $1.37 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
36,562
Previous 49,928
26.77%
Holding current value
$1.37 Million
Previous $2.32 Million
30.71%
% of portfolio
0.19%
Previous 0.29%
Shares
6 transactions
Others Institutions Holding CALF
# of Institutions
563Shares Held
133MCall Options Held
20.1KPut Options Held
15.8K-
Bank Of America Corp Charlotte, NC30.1MShares$1.13 Billion0.11% of portfolio
-
Morgan Stanley New York, NY10.9MShares$407 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA7.88MShares$295 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.4MShares$239 Million0.12% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL5.85MShares$218 Million0.1% of portfolio