A detailed history of Modern Wealth Management, LLC transactions in Pacer Fds Tr Us Cash Cows 100 stock. As of the latest transaction made, Modern Wealth Management, LLC holds 868,462 shares of COWZ stock, worth $51.1 Million. This represents 3.05% of its overall portfolio holdings.

Number of Shares
868,462
Previous 442,750 96.15%
Holding current value
$51.1 Million
Previous $24.1 Billion 108.18%
% of portfolio
3.05%
Previous 1.76%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024

BUY
$53.41 - $57.9 $22.7 Million - $24.6 Million
425,712 Added 96.15%
868,462 $50.2 Billion
Q2 2024

Aug 07, 2024

SELL
$54.04 - $58.09 $114,618 - $123,208
-2,121 Reduced 0.48%
442,750 $24.1 Billion
Q1 2024

May 13, 2024

BUY
$50.77 - $58.11 $1.99 Million - $2.28 Million
39,192 Added 9.66%
444,871 $24.8 Billion
Q4 2023

Feb 14, 2024

BUY
$47.09 - $52.78 $19.1 Million - $21.4 Million
405,679 New
405,679 $21.1 Billion

Others Institutions Holding COWZ

About PACER FDS TR US CASH COWS 100


  • Ticker COWZ
  • Sector ETFs
  • Industry ETFs
More about COWZ
Track This Portfolio

Track Modern Wealth Management, LLC Portfolio

Follow Modern Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Modern Wealth Management, LLC with notifications on news.