Napa Wealth Management Pacer Fds Tr Us Cash Cows 100 Transaction History

Napa Wealth Management

$211 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 22, 2024	BUY	$47.09 - $52.78 $1.02 Million - $1.15 Million	21,717 New	21,717 $1.13 Billion

Others Institutions Holding COWZ

# of Institutions

804

Shares Held

304M

Call Options Held

8.3K

Put Options Held

3.3K

Bank Of America Corp Charlotte, NC

64.7M
Shares

$3.86 Billion
0.32% of portfolio
Morgan Stanley New York, NY

28.2M
Shares

$1.68 Billion
0.12% of portfolio
Lpl Financial LLC Fort Mill, SC

19.8M
Shares

$1.18 Billion
0.52% of portfolio
Northwestern Mutual Wealth Management CO

14.2M
Shares

$846 Million
0.73% of portfolio
Wells Fargo & Company San Francisco, CA

11.4M
Shares

$680 Million
0.15% of portfolio

About PACER FDS TR US CASH COWS 100

Ticker COWZ
Sector ETFs
Industry ETFs

More about COWZ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Napa Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Napa Wealth Management with notifications on news.