Centric Wealth Management PALC Holdings History
Centric Wealth Management's Pacer Lunt Large Cap Multi-Factor Alternator ETF Holding Summary
As of 2025-03-31, Centric Wealth Management held 192,065.00 shares of Pacer Lunt Large Cap Multi-Factor Alternator ETF(PALC), totaling $9.21 Mil. This investment constitutes 2.42% of their stock portfolio, and Centric Wealth Management now holds 3.12% of the outstanding Pacer Lunt Large Cap Multi-Factor Alternator ETF(PALC) stock.
The initial trade took place in 2023Q4. And since then Centric Wealth Management has made 5 purchases of PALC, at an average price of $38.69, for a total of 197,221.00 shares. In addition, there have been 1 sales at an average price of $43.50 for 5,156.00 shares. Based on historical transaction data and PALC's current price of $49.32, Centric Wealth Management's estimated gain on his PALC holdings is $2.07 Mil, reflecting a 27.10% gain to date.
Centric Wealth Management PALC ($49.32) Holding Chart
Centric Wealth Management PALC ($49.32) 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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