Castle Wealth Management LLC Pacer Fds Tr Pacer Us Small Ca Transaction History
Castle Wealth Management LLC
- $183 Million
- Q4 2024
A detailed history of Castle Wealth Management LLC transactions in Pacer Fds Tr Pacer Us Small Ca stock. As of the latest transaction made, Castle Wealth Management LLC holds 16,282 shares of CALF stock, worth $691,008. This represents 0.39% of its overall portfolio holdings.
Number of Shares
16,282
Previous 17,703
8.03%
Holding current value
$691,008
Previous $823,000
13.0%
% of portfolio
0.39%
Previous 0.43%
Shares
10 transactions
Others Institutions Holding CALF
# of Institutions
545Shares Held
140MCall Options Held
60.6KPut Options Held
19.1K-
Bank Of America Corp Charlotte, NC33.8MShares$1.43 Billion0.13% of portfolio
-
Morgan Stanley New York, NY12MShares$507 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA7.9MShares$335 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.91MShares$293 Million0.15% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL5.85MShares$248 Million0.1% of portfolio