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

Kingsview Wealth Management, LLC

$4.71 Billion
Q4 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Pacer Fds Tr Pacer Us Small Ca stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 90,078 shares of CALF stock, worth $3.42 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

90,078

Previous 69,246 30.08%

Holding current value

$3.42 Million

Previous $3.22 Million 23.07%

% of portfolio

0.08%

Previous 0.07%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$43.84 - $48.76 $913,274 - $1.02 Million	20,832 Added 30.08%	90,078 $3.96 Million
Q3 2024 Nov 12, 2024	BUY	$42.22 - $48.62 $520,952 - $599,922	12,339 Added 21.68%	69,246 $3.22 Million
Q2 2024 Aug 14, 2024	SELL	$43.12 - $48.83 $1.83 Million - $2.08 Million	-42,524 Reduced 42.77%	56,907 $2.48 Million
Q1 2024 May 09, 2024	BUY	$45.67 - $49.16 $4.11 Million - $4.43 Million	90,090 Added 964.46%	99,431 $4.89 Million
Q4 2023 Feb 08, 2024	BUY	$39.26 - $48.89 $235 - $293	6 Added 0.06%	9,341 $448,000
Q3 2023 Nov 07, 2023	BUY	$39.65 - $43.9 $34,455 - $38,149	869 Added 10.26%	9,335 $389,000
Q2 2023 Aug 10, 2023	SELL	$35.81 - $40.7 $923,145 - $1.05 Million	-25,779 Reduced 75.28%	8,466 $344,000
Q1 2023 May 15, 2023	BUY	$35.55 - $41.37 $896,037 - $1.04 Million	25,205 Added 278.82%	34,245 $1.3 Million
Q4 2022 Feb 13, 2023	SELL	$33.6 - $39.4 $1,209 - $1,418	-36 Reduced 0.4%	9,040 $324,000
Q3 2022 Nov 14, 2022	SELL	$32.0 - $40.37 $44,896 - $56,639	-1,403 Reduced 13.39%	9,076 $295,000
Q2 2022 Aug 16, 2022	BUY	$33.51 - $41.07 $116,983 - $143,375	3,491 Added 49.96%	10,479 $353,000
Q1 2022 Feb 08, 2024	BUY	$39.3 - $43.84 $168,046 - $187,459	4,276 Added 45.78%	13,617 $0
Q4 2021 Feb 17, 2022	BUY	$41.14 - $47.18 $287,486 - $329,693	6,988 New	6,988 $299,000

Others Institutions Holding CALF

# of Institutions

564

Shares Held

133M

Call Options Held

20.1K

Put Options Held

15.8K

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About PACER FDS TR PACER US SMALL CA

Ticker CALF
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Kingsview Wealth Management, LLC Pacer Fds Tr Pacer Us Small Ca Transaction History