Compass Advisory Group LLC CALF Holdings History
Compass Advisory Group LLC's Pacer US Small Cap Cash Cows ETF Holding Summary
As of 2025-03-31, Compass Advisory Group LLC held 357,157.00 shares of Pacer US Small Cap Cash Cows ETF(CALF), totaling $13.39 Mil. This investment constitutes 4.66% of their stock portfolio, and Compass Advisory Group LLC now holds 0.31% of the outstanding Pacer US Small Cap Cash Cows ETF(CALF) stock.
The initial trade took place in 2022Q3. And since then Compass Advisory Group LLC has made 7 purchases of CALF, at an average price of $44.48, for a total of 416,366.00 shares. In addition, there have been 4 sales at an average price of $42.83 for 59,209.00 shares. Based on historical transaction data and CALF's current price of $39.67, Compass Advisory Group LLC's estimated gain on his CALF holdings is $-1.81 Mil, reflecting a -9.80% gain to date.
Compass Advisory Group LLC CALF ($39.67) Holding Chart
Compass Advisory Group LLC CALF ($39.67) 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 % | |||
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