True Wealth Advisors, LLC Pacer Fds Tr Pacer Us Small Ca Transaction History
True Wealth Advisors, LLC
- $307 Million
- Q4 2025
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 10,213 shares of CALF stock, worth $443,856. This represents 0.14% of its overall portfolio holdings.
Number of Shares
10,213
Previous 13,439
24.0%
Holding current value
$443,856
Previous $588,000
24.66%
% of portfolio
0.14%
Previous 0.2%
Shares
10 transactions
Others Institutions Holding CALF
# of Institutions
450Shares Held
67MCall Options Held
8KPut Options Held
0-
Bank Of America Corp Charlotte, NC13.3MShares$579 Million0.04% of portfolio
-
Morgan Stanley New York, NY5.24MShares$228 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.91MShares$170 Million0.05% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL3.22MShares$140 Million0.2% of portfolio
-
Raymond James & Associates St Petersburg, FL2.87MShares$125 Million0.08% of portfolio