Sound View Wealth Advisors Group, LLC Pacer Fds Tr Pacer Us Small Ca Transaction History
Sound View Wealth Advisors Group, LLC
- $1.21 Billion
- Q3 2024
A detailed history of Sound View Wealth Advisors Group, LLC transactions in Pacer Fds Tr Pacer Us Small Ca stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 9,680 shares of CALF stock, worth $422,338. This represents 0.04% of its overall portfolio holdings.
Number of Shares
9,680
Previous 8,823
9.71%
Holding current value
$422,338
Previous $384,000
17.19%
% of portfolio
0.04%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding CALF
# of Institutions
525Shares Held
137MCall Options Held
56.4KPut Options Held
19.1K-
Bank Of America Corp Charlotte, NC33.8MShares$1.47 Billion0.13% of portfolio
-
Morgan Stanley New York, NY12MShares$522 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA7.9MShares$345 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.91MShares$302 Million0.15% of portfolio
-
Northwestern Mutual Wealth Management CO4.64MShares$202 Million0.19% of portfolio