Qtr Family Wealth, LLC Pacer Fds Tr Pacer Us Small Ca Transaction History

Qtr Family Wealth, LLC

$211 Billion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 18, 2025	SELL	$32.0 - $39.87 $35,136 - $43,777	-1,098 Reduced 6.66%	15,377 $612 Million
Q1 2025 May 12, 2025	BUY	$36.64 - $45.76 $603,644 - $753,896	16,475 New	16,475 $618 Million

Others Institutions Holding CALF

# of Institutions

452

Shares Held

67.3M

Call Options Held

8K

Put Options Held

0

Bank Of America Corp Charlotte, NC

13.3M
Shares

$579 Million
0.04% of portfolio
Morgan Stanley New York, NY

5.24M
Shares

$228 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

3.91M
Shares

$170 Million
0.05% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

3.22M
Shares

$140 Million
0.2% of portfolio
Raymond James & Associates St Petersburg, FL

2.87M
Shares

$125 Million
0.08% of portfolio

About PACER FDS TR PACER US SMALL CA

Ticker CALF
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