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

Next Level Wealth Planning, LLC

  • $177 Billion
  • Q3 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 5,902 shares of CALF stock, worth $256,500. This represents 0.15% of its overall portfolio holdings.

Number of Shares
5,902
Previous 5,934 0.54%
Holding current value
$256,500
Previous $236 Million 9.37%
% of portfolio
0.15%
Previous 0.15%

Shares

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

Others Institutions Holding CALF

# of Institutions
450
Shares Held
67.2M
Call Options Held
8K
Put Options Held
0
View Full List

About PACER FDS TR PACER US SMALL CA

CALF Quotes by TradingView
  • Ticker CALF
  • Sector ETFs
  • Industry ETFs
More about CALF
Track This Portfolio

Track Next Level Wealth Planning, LLC Portfolio

Follow Next Level Wealth Planning, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Next Level Wealth Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Next Level Wealth Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email