Holistic Planning, LLC Pacer Fds Tr Us Cash Cows 100 Transaction History

Holistic Planning, LLC

$349 Billion
Q2 2025

A detailed history of Holistic Planning, LLC transactions in Pacer Fds Tr Us Cash Cows 100 stock. As of the latest transaction made, Holistic Planning, LLC holds 10,948 shares of COWZ stock, worth $628,415. This represents 0.17% of its overall portfolio holdings.

Number of Shares

10,948

Holding current value

$628,415

% of portfolio

0.17%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 28, 2025	BUY	$47.46 - $55.3 $519,592 - $605,424	10,948 New	10,948 $603 Million

Others Institutions Holding COWZ

# of Institutions

894

Shares Held

272M

Call Options Held

36K

Put Options Held

6.9K

Bank Of America Corp Charlotte, NC

50.7M
Shares

$2.91 Billion
0.21% of portfolio
Lpl Financial LLC Fort Mill, SC

21.6M
Shares

$1.24 Billion
0.42% of portfolio
Morgan Stanley New York, NY

19.8M
Shares

$1.14 Billion
0.07% of portfolio
Raymond James Financial Inc St. Petersburg, FL

12.5M
Shares

$719 Million
0.25% of portfolio
Northwestern Mutual Wealth Management CO

11.6M
Shares

$665 Million
0.47% of portfolio

View Full List

About PACER FDS TR US CASH COWS 100

Ticker COWZ
Sector ETFs
Industry ETFs

More about COWZ

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Holistic Planning, LLC Pacer Fds Tr Us Cash Cows 100 Transaction History