Circle Wealth Management, LLC Pacer Fds Tr Us Cash Cows 100 Transaction History
Circle Wealth Management, LLC
- $4.51 Billion
- Q3 2024
A detailed history of Circle Wealth Management, LLC transactions in Pacer Fds Tr Us Cash Cows 100 stock. As of the latest transaction made, Circle Wealth Management, LLC holds 23,834 shares of COWZ stock, worth $1.45 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
23,834
Previous 16,765
42.17%
Holding current value
$1.45 Million
Previous $913,000
50.93%
% of portfolio
0.03%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding COWZ
# of Institutions
813Shares Held
306MCall Options Held
28.5KPut Options Held
3.8K-
Bank Of America Corp Charlotte, NC64.7MShares$3.93 Billion0.32% of portfolio
-
Morgan Stanley New York, NY28.2MShares$1.71 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.8MShares$1.2 Billion0.52% of portfolio
-
Northwestern Mutual Wealth Management CO14.2MShares$862 Million0.73% of portfolio
-
Wells Fargo & Company San Francisco, CA11.4MShares$693 Million0.15% of portfolio