Circle Wealth Management, LLC Pacer Fds Tr Pacer Us Small Ca Transaction History

Circle Wealth Management, LLC

  • $4.71 Billion
  • Q4 2024

A detailed history of Circle Wealth Management, LLC transactions in Pacer Fds Tr Pacer Us Small Ca stock. As of the latest transaction made, Circle Wealth Management, LLC holds 65,625 shares of CALF stock, worth $2.79 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
65,625
Previous 67,422 2.67%
Holding current value
$2.79 Million
Previous $3.14 Million 7.91%
% of portfolio
0.06%
Previous 0.07%

Shares

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

Feb 14, 2025
SELL
$43.84 - $48.76 $78,780 - $87,621
-1,797 Reduced 2.67%
65,625 $2.89 Million
Q3 2024

Nov 14, 2024
BUY
$42.22 - $48.62 $155,791 - $179,407
3,690 Added 5.79%
67,422 $3.14 Million
Q2 2024

Aug 13, 2024
BUY
$43.12 - $48.83 $889,048 - $1.01 Million
20,618 Added 47.82%
63,732 $2.78 Million
Q1 2024

May 14, 2024
BUY
$45.67 - $49.16 $1.97 Million - $2.12 Million
43,114 New
43,114 $2.12 Million

Others Institutions Holding CALF

# of Institutions
559
Shares Held
134M
Call Options Held
43.8K
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 Circle Wealth Management, LLC Portfolio

Follow Circle Wealth Management, 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 Circle Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Circle Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email