Napa Wealth Management Pacer Fds Tr Cash Cows Fd Fds Transaction History

Napa Wealth Management

$211 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 14, 2024	BUY	$37.17 - $39.26 $1.32 Million - $1.4 Million	35,643 New	35,643 $1.32 Billion

Others Institutions Holding HERD

# of Institutions

41

Shares Held

5.63M

Call Options Held

0

Put Options Held

0

International Assets Investment Management, LLC Orlando, FL

3.87M
Shares

$155 Million
0.26% of portfolio
Advisory Resource Group

256K
Shares

$10.3 Million
2.41% of portfolio
Lpl Financial LLC Fort Mill, SC

199K
Shares

$7.99 Million
0.0% of portfolio
Envestnet Asset Management Inc

196K
Shares

$7.87 Million
0.0% of portfolio
High Tower Advisors, LLC Chicago, IL

162K
Shares

$6.5 Million
0.01% of portfolio

About PACER FDS TR CASH COWS FD FDS

Ticker HERD
Sector ETFs
Industry ETFs

More about HERD

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.