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

Benchmark Financial Wealth Advisors, LLC

  • $311 Million
  • Q4 2024

A detailed history of Benchmark Financial Wealth Advisors, LLC transactions in Pacer Fds Tr Pacer Us Small Ca stock. As of the latest transaction made, Benchmark Financial Wealth Advisors, LLC holds 5,260 shares of CALF stock, worth $229,388. This represents 0.07% of its overall portfolio holdings.

Number of Shares
5,260
Previous 4,484 17.31%
Holding current value
$229,388
Previous $208,000 11.06%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Jan 27, 2025
BUY
$43.84 - $48.76 $34,019 - $37,837
776 Added 17.31%
5,260 $231,000
Q3 2024

Oct 30, 2024
BUY
$42.22 - $48.62 $189,314 - $218,012
4,484 New
4,484 $208,000

Others Institutions Holding CALF

# of Institutions
534
Shares Held
135M
Call Options Held
60.6K
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
Track This Portfolio

Track Benchmark Financial Wealth Advisors, LLC Portfolio

Follow Benchmark Financial 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 Benchmark Financial Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Benchmark Financial Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email