Caldwell Trust CO Pacer Fds Tr Pacer Us Small Ca Transaction History

Caldwell Trust CO

$1.07 Trillion
Q3 2025

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 01, 2025	SELL	$39.65 - $43.9 $7,969 - $8,823	-201 Closed	0 $0
Q1 2023 Oct 01, 2025	BUY	$35.55 - $41.37 $7,145 - $8,315	201 New	201 $7.65 Million
Q4 2022 Oct 01, 2025	BUY	$33.6 - $39.4 $6,753 - $7,919	201 New	201 $7.23 Million

Others Institutions Holding CALF

# of Institutions

448

Shares Held

74.7M

Call Options Held

9.4K

Put Options Held

0

Bank Of America Corp Charlotte, NC

15.3M
Shares

$651 Million
0.05% of portfolio
Morgan Stanley New York, NY

5.78M
Shares

$245 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

4.47M
Shares

$190 Million
0.06% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

3.22M
Shares

$137 Million
0.2% of portfolio
Raymond James Financial Inc St. Petersburg, FL

3.11M
Shares

$132 Million
0.04% of portfolio

About PACER FDS TR PACER US SMALL CA

Ticker CALF
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