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

Heritage Wealth Management, Inc.

  • $305 Billion
  • Q3 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 6,568 shares of CALF stock, worth $291,487. This represents 0.1% of its overall portfolio holdings.

Number of Shares
6,568
Previous 6,444 1.92%
Holding current value
$291,487
Previous $275 Million 11.07%
% of portfolio
0.1%
Previous 0.09%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
521
Shares Held
144M
Call Options Held
4.5K
Put Options Held
17.2K
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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