A detailed history of Perissos Private Wealth Management, LLC transactions in Pacer Fds Tr Pacer Us Small Ca stock. As of the latest transaction made, Perissos Private Wealth Management, LLC holds 29,554 shares of CALF stock, worth $1.32 Million. This represents 1.1% of its overall portfolio holdings.

Number of Shares
29,554
Previous 6,081 386.01%
Holding current value
$1.32 Million
Previous $265 Million 418.98%
% of portfolio
1.1%
Previous 0.24%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$42.22 - $48.62 $991,030 - $1.14 Million
23,473 Added 386.01%
29,554 $1.37 Billion
Q2 2024

Aug 09, 2024

SELL
$43.12 - $48.83 $1.83 Million - $2.07 Million
-42,468 Reduced 87.47%
6,081 $265 Million
Q1 2024

May 14, 2024

BUY
$45.67 - $49.16 $2.22 Million - $2.39 Million
48,549 New
48,549 $2.39 Billion

Others Institutions Holding CALF

About PACER FDS TR PACER US SMALL CA


  • Ticker CALF
  • Sector ETFs
  • Industry ETFs
More about CALF
Track This Portfolio

Track Perissos Private Wealth Management, LLC Portfolio

Follow Perissos Private Wealth Management, 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 Perissos Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Perissos Private Wealth Management, LLC with notifications on news.