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 16,765 shares of COWZ stock, worth $1 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
16,765
Previous 14,945 12.18%
Holding current value
$1 Million
Previous $868,000 5.18%
% of portfolio
0.02%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$54.04 - $58.09 $98,352 - $105,723
1,820 Added 12.18%
16,765 $913,000
Q1 2024

May 14, 2024

BUY
$50.77 - $58.11 $758,757 - $868,453
14,945 New
14,945 $868,000

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 Circle Wealth Management, LLC Portfolio

Follow Circle 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 Circle Wealth Management, LLC, based on Form 13F filings with the SEC.

News

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