Kellett Wealth Advisors, LLC CALF Holdings History
Kellett Wealth Advisors, LLC's Pacer US Small Cap Cash Cows ETF Holding Summary
As of 2025-03-31, Kellett Wealth Advisors, LLC held 104,357.00 shares of Pacer US Small Cap Cash Cows ETF(CALF), totaling $3.91 Mil. This investment constitutes 2.71% of their stock portfolio, and Kellett Wealth Advisors, 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 Kellett Wealth Advisors, LLC has made 5 purchases of CALF, at an average price of $45.77, for a total of 108,465.00 shares. In addition, there have been 1 sales at an average price of $41.46 for 4,108.00 shares. Based on historical transaction data and CALF's current price of $41.98, Kellett Wealth Advisors, LLC's estimated gain on his CALF holdings is $-413,744.77, reflecting a -8.33% gain to date.
Kellett Wealth Advisors, LLC CALF ($41.98) Holding Chart
Kellett Wealth Advisors, LLC CALF ($41.98) 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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