Capital Advisors Wealth Management, LLC Pacer Fds Tr Us Cash Cows 100 Transaction History

Capital Advisors Wealth Management, LLC

$556 Million
Q4 2024

A detailed history of Capital Advisors Wealth Management, LLC transactions in Pacer Fds Tr Us Cash Cows 100 stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 288,926 shares of COWZ stock, worth $16.2 Million. This represents 2.93% of its overall portfolio holdings.

Number of Shares

288,926

Previous 334,736 13.69%

Holding current value

$16.2 Million

Previous $19.4 Million 15.7%

% of portfolio

2.93%

Previous 3.6%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	SELL	$56.06 - $61.35 $2.57 Million - $2.81 Million	-45,810 Reduced 13.69%	288,926 $16.3 Million
Q3 2024 Oct 15, 2024	BUY	$53.41 - $57.9 $657,850 - $713,154	12,317 Added 3.82%	334,736 $19.4 Million
Q2 2024 Jul 16, 2024	BUY	$54.04 - $58.09 $1.54 Million - $1.65 Million	28,462 Added 9.68%	322,419 $17.6 Million
Q1 2024 Apr 12, 2024	BUY	$50.77 - $58.11 $2.62 Million - $3 Million	51,549 Added 21.27%	293,957 $17.1 Million
Q4 2023 Jan 08, 2024	BUY	$47.09 - $52.78 $1.99 Million - $2.23 Million	42,158 Added 21.05%	242,408 $12.6 Million
Q3 2023 Oct 10, 2023	BUY	$47.0 - $51.65 $2.02 Million - $2.22 Million	42,914 Added 27.28%	200,250 $9.9 Million
Q2 2023 Jul 11, 2023	BUY	$44.37 - $47.9 $276,868 - $298,896	6,240 Added 4.13%	157,336 $7.53 Million
Q1 2023 Apr 14, 2023	BUY	$44.32 - $50.24 $6.7 Million - $7.59 Million	151,096 New	151,096 $7.09 Million

Others Institutions Holding COWZ

# of Institutions

914

Shares Held

327M

Call Options Held

6.6K

Put Options Held

16.7K

View Full List

About PACER FDS TR US CASH COWS 100

Ticker COWZ
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Capital Advisors Wealth Management, LLC Pacer Fds Tr Us Cash Cows 100 Transaction History