Callan Capital, LLC Pacer Fds Tr Us Cash Cows 100 Transaction History

Callan Capital, LLC

$1.42 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 02, 2024	SELL	$47.09 - $52.78 $59,192 - $66,344	-1,257 Reduced 14.05%	7,689 $399,000
Q3 2023 Nov 06, 2023	BUY	$47.0 - $51.65 $420,462 - $462,060	8,946 New	8,946 $442,000

Others Institutions Holding COWZ

# of Institutions

817

Shares Held

307M

Call Options Held

28.5K

Put Options Held

3.8K

Bank Of America Corp Charlotte, NC

64.7M
Shares

$3.67 Billion
0.32% of portfolio
Morgan Stanley New York, NY

28.2M
Shares

$1.6 Billion
0.12% of portfolio
Lpl Financial LLC Fort Mill, SC

19.8M
Shares

$1.12 Billion
0.52% of portfolio
Northwestern Mutual Wealth Management CO

14.2M
Shares

$804 Million
0.73% of portfolio
Wells Fargo & Company San Francisco, CA

11.4M
Shares

$647 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 Callan Capital, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Callan Capital, LLC with notifications on news.