Circle Wealth Management, LLC Pacer Fds Tr Us Cash Cows 100 Transaction History
Circle Wealth Management, LLC
- $4.34 Billion
- Q2 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 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
Others Institutions Holding COWZ
# of Institutions
803Shares Held
302MCall Options Held
8.3KPut Options Held
3.3K-
Bank Of America Corp Charlotte, NC63.6MShares$3.8 Billion0.31% of portfolio
-
Morgan Stanley New York, NY27.6MShares$1.65 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.8MShares$1.18 Billion0.52% of portfolio
-
Northwestern Mutual Wealth Management CO14.2MShares$847 Million0.73% of portfolio
-
Wells Fargo & Company San Francisco, CA11.3MShares$675 Million0.15% of portfolio