Core Wealth Advisors, Inc. Pacer Fds Tr Pacer Us Small Ca Transaction History
Core Wealth Advisors, Inc.
- $310 Million
- Q3 2024
A detailed history of Core Wealth Advisors, Inc. transactions in Pacer Fds Tr Pacer Us Small Ca stock. As of the latest transaction made, Core Wealth Advisors, Inc. holds 152,771 shares of CALF stock, worth $6.48 Million. This represents 2.29% of its overall portfolio holdings.
Number of Shares
152,771
Previous 143,073
6.78%
Holding current value
$6.48 Million
Previous $6.23 Million
14.02%
% of portfolio
2.29%
Previous 2.14%
Shares
3 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