JANICZEK WEALTH MANAGEMENT, LLC CALF Holdings History
Number of Shares
321,789.00
Current Holdings Value*
$14.03 Mil
% of Portfolio
2.94%
Total Estimate Gain
$-1.74 Mil
% of Total Estimate Gain
-11.75%
JANICZEK WEALTH MANAGEMENT, LLC's Pacer US Small Cap Cash Cows ETF Holding Summary
As of 2024-06-30, JANICZEK WEALTH MANAGEMENT, LLC held 321,789.00 shares of Pacer US Small Cap Cash Cows ETF(CALF), totaling $14.03 Mil. This investment constitutes 2.94% of their stock portfolio, and JANICZEK WEALTH MANAGEMENT, LLC now holds -% of the outstanding Pacer US Small Cap Cash Cows ETF(CALF) stock.
The initial trade took place in 2024Q2. And since then JANICZEK WEALTH MANAGEMENT, LLC has made 1 purchases of CALF, at an average price of $46.03, for a total of 321,789.00 shares. Based on historical transaction data and CALF's current price of $40.62, JANICZEK WEALTH MANAGEMENT, LLC's estimated gain on his CALF holdings is $-1.74 Mil, reflecting a -11.75% gain to date.
JANICZEK WEALTH MANAGEMENT, LLC CALF ($40.62) Holding Chart
JANICZEK WEALTH MANAGEMENT, 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 % |
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