Number of Shares
5,347.00
Current Holdings Value*
$200,500.00
% of Portfolio
0.09%
Total Estimate Gain
$-45,086.05
% of Total Estimate Gain
-4.48%

Intrepid Financial Planning Group LLC's Pacer US Small Cap Cash Cows ETF Holding Summary

As of 2025-03-31, Intrepid Financial Planning Group LLC held 5,347.00 shares of Pacer US Small Cap Cash Cows ETF(CALF), totaling $200,500.00. This investment constitutes 0.09% of their stock portfolio, and Intrepid Financial Planning Group LLC now holds 0% of the outstanding Pacer US Small Cap Cash Cows ETF(CALF) stock.

The initial trade took place in 2023Q1. And since then Intrepid Financial Planning Group LLC has made 7 purchases of CALF, at an average price of $43.63, for a total of 23,055.00 shares. In addition, there have been 2 sales at an average price of $42.42 for 17,708.00 shares. Based on historical transaction data and CALF's current price of $39.20, Intrepid Financial Planning Group LLC's estimated gain on his CALF holdings is $-45,086.05, reflecting a -4.48% gain to date.

Intrepid Financial Planning Group LLC CALF ($39.20) Holding Chart

Intrepid Financial Planning Group LLC CALF ($39.20) 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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