Next Level Wealth Planning, LLC Pacer Fds Tr Pacer Us Small Ca Transaction History

Next Level Wealth Planning, LLC

  • $188 Billion
  • Q4 2025

A detailed history of Next Level Wealth Planning, LLC transactions in Pacer Fds Tr Pacer Us Small Ca stock. As of the latest transaction made, Next Level Wealth Planning, LLC holds 6,703 shares of CALF stock, worth $291,312. This represents 0.16% of its overall portfolio holdings.

Number of Shares
6,703
Previous 5,902 13.57%
Holding current value
$291,312
Previous $258 Million 15.1%
% of portfolio
0.16%
Previous 0.15%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 26, 2026
BUY
$41.61 - $44.26 $33,329 - $35,452
801 Added 13.57%
6,703 $297 Million
Q3 2025

Oct 30, 2025
SELL
$39.37 - $44.24 $1,259 - $1,415
-32 Reduced 0.54%
5,902 $258 Million
Q2 2025

Jul 22, 2025
BUY
$32.0 - $39.87 $189,888 - $236,588
5,934 New
5,934 $236 Million
Q4 2024

Jan 30, 2025
BUY
$43.84 - $48.76 $219,769 - $244,433
5,013 New
5,013 $221 Million

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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