Pacific Capital Wealth Advisors, Inc Pacer Fds Tr Pacer Us Small Ca Transaction History
Pacific Capital Wealth Advisors, Inc
- $598 Million
- Q4 2024
A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Pacer Fds Tr Pacer Us Small Ca stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 53,954 shares of CALF stock, worth $2.44 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
53,954
Previous 64,453
16.29%
Holding current value
$2.44 Million
Previous $3 Million
20.81%
% of portfolio
0.4%
Previous 0.51%
Shares
3 transactions
Others Institutions Holding CALF
# of Institutions
526Shares Held
136MCall Options Held
56.4KPut Options Held
19.1K-
Bank Of America Corp Charlotte, NC33.8MShares$1.53 Billion0.13% of portfolio
-
Morgan Stanley New York, NY12MShares$541 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA7.9MShares$357 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.91MShares$313 Million0.15% of portfolio
-
Northwestern Mutual Wealth Management CO4.64MShares$210 Million0.19% of portfolio