True Wealth Advisors, LLC Pacer Fds Tr Pacer Us Small Ca Transaction History
True Wealth Advisors, LLC
- $271 Million
- Q3 2024
A detailed history of True Wealth Advisors, LLC transactions in Pacer Fds Tr Pacer Us Small Ca stock. As of the latest transaction made, True Wealth Advisors, LLC holds 25,243 shares of CALF stock, worth $1.12 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
25,243
Previous 20,873
20.94%
Holding current value
$1.12 Million
Previous $909,000
29.15%
% of portfolio
0.43%
Previous 0.37%
Shares
5 transactions
Others Institutions Holding CALF
# of Institutions
524Shares Held
137MCall Options Held
56.4KPut Options Held
19.1K-
Bank Of America Corp Charlotte, NC33.8MShares$1.5 Billion0.13% of portfolio
-
Morgan Stanley New York, NY12MShares$532 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA7.9MShares$352 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.91MShares$308 Million0.15% of portfolio
-
Northwestern Mutual Wealth Management CO4.64MShares$206 Million0.19% of portfolio