IVC Wealth Advisors LLC CALF Holdings History
IVC Wealth Advisors LLC's Pacer US Small Cap Cash Cows ETF Holding Summary
As of 2025-03-31, IVC Wealth Advisors LLC held 12,283.00 shares of Pacer US Small Cap Cash Cows ETF(CALF), totaling $460,610.00. This investment constitutes 0.25% of their stock portfolio, and IVC Wealth Advisors LLC now holds 0.01% of the outstanding Pacer US Small Cap Cash Cows ETF(CALF) stock.
The initial trade took place in 2023Q4. And since then IVC Wealth Advisors LLC has made 5 purchases of CALF, at an average price of $44.10, for a total of 39,784.00 shares. In addition, there have been 1 sales at an average price of $41.46 for 27,501.00 shares. Based on historical transaction data and CALF's current price of $40.53, IVC Wealth Advisors LLC's estimated gain on his CALF holdings is $-116,535.83, reflecting a -6.64% gain to date.
IVC Wealth Advisors LLC CALF ($40.53) Holding Chart
IVC Wealth Advisors LLC CALF ($40.53) 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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