Heritage Wealth Management, Inc. Pacer Fds Tr Pacer Us Small Ca Transaction History

Heritage Wealth Management, Inc.

  • $301 Billion
  • Q4 2024

A detailed history of Heritage Wealth Management, Inc. transactions in Pacer Fds Tr Pacer Us Small Ca stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 7,067 shares of CALF stock, worth $269,464. This represents 0.1% of its overall portfolio holdings.

Number of Shares
7,067
Previous 6,568 7.6%
Holding current value
$269,464
Previous $306 Million 1.79%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Feb 05, 2025
BUY
$43.84 - $48.76 $21,876 - $24,331
499 Added 7.6%
7,067 $311 Million
Q3 2024

Oct 31, 2024
BUY
$42.22 - $48.62 $5,235 - $6,028
124 Added 1.92%
6,568 $306 Million
Q2 2024

Sep 09, 2024
BUY
$43.12 - $48.83 $277,865 - $314,660
6,444 New
6,444 $275 Million

Others Institutions Holding CALF

# of Institutions
562
Shares Held
133M
Call Options Held
20.1K
Put Options Held
15.8K
View Full List

About PACER FDS TR PACER US SMALL CA

CALF Quotes by TradingView
  • Ticker CALF
  • Sector ETFs
  • Industry ETFs
More about CALF
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