Plan Group Financial, LLC Pacer Fds Tr Pacer Us Small Ca Transaction History

Plan Group Financial, LLC

  • $355 Million
  • Q3 2025

A detailed history of Plan Group Financial, LLC transactions in Pacer Fds Tr Pacer Us Small Ca stock. As of the latest transaction made, Plan Group Financial, LLC holds 42,216 shares of CALF stock, worth $1.83 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares
42,216
Previous 61,855 31.75%
Holding current value
$1.83 Million
Previous $2.46 Million 24.97%
% of portfolio
0.52%
Previous 0.84%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
SELL
$39.37 - $44.24 $773,187 - $868,829
-19,639 Reduced 31.75%
42,216 $1.85 Million
Q2 2025

Aug 13, 2025
SELL
$32.0 - $39.87 $948,960 - $1.18 Million
-29,655 Reduced 32.41%
61,855 $2.46 Million
Q1 2025

May 09, 2025
SELL
$36.64 - $45.76 $2,601 - $3,248
-71 Reduced 0.08%
91,510 $3.43 Million
Q4 2024

Jan 31, 2025
BUY
$43.84 - $48.76 $122,225 - $135,942
2,788 Added 3.14%
91,581 $4.03 Million
Q3 2024

Oct 22, 2024
BUY
$42.22 - $48.62 $1.07 Million - $1.23 Million
25,345 Added 39.95%
88,793 $4.13 Million
Q2 2024

Aug 05, 2024
SELL
$43.12 - $48.83 $644,687 - $730,057
-14,951 Reduced 19.07%
63,448 $2.76 Million
Q1 2024

Apr 26, 2024
BUY
$45.67 - $49.16 $536,896 - $577,924
11,756 Added 17.64%
78,399 $3.85 Million
Q4 2023

Jan 29, 2024
BUY
$39.26 - $48.89 $1.14 Million - $1.42 Million
29,098 Added 77.5%
66,643 $3.2 Million
Q3 2023

Nov 13, 2023
SELL
$39.65 - $43.9 $385,120 - $426,400
-9,713 Reduced 20.55%
37,545 $1.57 Million
Q2 2023

Aug 10, 2023
BUY
$35.81 - $40.7 $1.69 Million - $1.92 Million
47,258 New
47,258 $1.92 Million

Others Institutions Holding CALF

# of Institutions
452
Shares Held
67.3M
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 Plan Group Financial, LLC Portfolio

Follow Plan Group Financial, 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 Plan Group Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Plan Group Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email