Calton & Associates, Inc. Pacer Fds Tr Trendpilot Us Lar Transaction History

Calton & Associates, Inc.

$542 Million
Q2 2025

A detailed history of Calton & Associates, Inc. transactions in Pacer Fds Tr Trendpilot Us Lar stock. As of the latest transaction made, Calton & Associates, Inc. holds 38,065 shares of PTLC stock, worth $1.99 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares

38,065

Previous 37,681 1.02%

Holding current value

$1.99 Million

Previous $1.94 Million 0.31%

% of portfolio

0.36%

Previous 0.47%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	BUY	$47.42 - $51.67 $18,209 - $19,841	384 Added 1.02%	38,065 $1.93 Million
Q1 2025 May 15, 2025	SELL	$50.25 - $55.9 $272,355 - $302,978	-5,420 Reduced 12.58%	37,681 $1.94 Million
Q1 2025 May 05, 2025	BUY	$50.25 - $55.9 $765,810 - $851,916	15,240 Added 54.7%	43,101 $2.22 Million
Q4 2024 Jan 23, 2025	BUY	$52.0 - $55.66 $1.45 Million - $1.55 Million	27,861 New	27,861 $1.49 Million
Q2 2024 Jul 19, 2024	BUY	$45.19 - $49.99 $162,006 - $179,214	3,585 Added 24.75%	18,071 $899,000
Q1 2024 Apr 16, 2024	BUY	$42.56 - $47.72 $616,524 - $691,271	14,486 New	14,486 $691,000

Others Institutions Holding PTLC

# of Institutions

249

Shares Held

46.2M

Call Options Held

Put Options Held

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About PACER FDS TR TRENDPILOT US LAR

Ticker PTLC
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Calton & Associates, Inc. Pacer Fds Tr Trendpilot Us Lar Transaction History