Aspen Wealth Strategies, LLC CALF Holdings History
Aspen Wealth Strategies, LLC's Pacer US Small Cap Cash Cows ETF Holding Summary
As of 2025-03-31, Aspen Wealth Strategies, LLC held 88,933.00 shares of Pacer US Small Cap Cash Cows ETF(CALF), totaling $3.33 Mil. This investment constitutes 2.19% of their stock portfolio, and Aspen Wealth Strategies, LLC now holds 0.08% of the outstanding Pacer US Small Cap Cash Cows ETF(CALF) stock.
The initial trade took place in 2023Q4. And since then Aspen Wealth Strategies, LLC has made 5 purchases of CALF, at an average price of $43.99, for a total of 117,958.00 shares. In addition, there have been 1 sales at an average price of $41.46 for 29,025.00 shares. Based on historical transaction data and CALF's current price of $40.62, Aspen Wealth Strategies, LLC's estimated gain on his CALF holdings is $-373,169.17, reflecting a -7.19% gain to date.
Aspen Wealth Strategies, LLC CALF ($40.62) Holding Chart
Aspen Wealth Strategies, LLC CALF ($40.62) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
