Number of Shares
155,393.00
Current Holdings Value*
$5.83 Mil
% of Portfolio
0.51%
Total Estimate Gain
$-923,840.31
% of Total Estimate Gain
-4.54%

Tradition Wealth Management, LLC's Pacer US Small Cap Cash Cows ETF Holding Summary

As of 2025-03-31, Tradition Wealth Management, LLC held 155,393.00 shares of Pacer US Small Cap Cash Cows ETF(CALF), totaling $5.83 Mil. This investment constitutes 0.51% of their stock portfolio, and Tradition Wealth Management, LLC now holds 0.14% of the outstanding Pacer US Small Cap Cash Cows ETF(CALF) stock.

The initial trade took place in 2023Q1. And since then Tradition Wealth Management, LLC has made 5 purchases of CALF, at an average price of $43.84, for a total of 464,494.00 shares. In addition, there have been 4 sales at an average price of $42.05 for 309,101.00 shares. Based on historical transaction data and CALF's current price of $41.44, Tradition Wealth Management, LLC's estimated gain on his CALF holdings is $-923,840.31, reflecting a -4.54% gain to date.

Tradition Wealth Management, LLC CALF ($41.44) Holding Chart

Tradition Wealth Management, LLC CALF ($41.44) 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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