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

Circle Wealth Management, LLC

  • $4.57 Billion
  • Q1 2025

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 24,405 shares of COWZ stock, worth $1.37 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
24,405
Previous 26,274 7.11%
Holding current value
$1.37 Million
Previous $1.48 Million 9.91%
% of portfolio
0.03%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
SELL
$53.6 - $58.97 $100,178 - $110,214
-1,869 Reduced 7.11%
24,405 $1.34 Million
Q4 2024

Feb 14, 2025
BUY
$56.06 - $61.35 $136,786 - $149,694
2,440 Added 10.24%
26,274 $1.48 Million
Q3 2024

Nov 14, 2024
BUY
$53.41 - $57.9 $377,555 - $409,295
7,069 Added 42.17%
23,834 $1.38 Million
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

# of Institutions
914
Shares Held
309M
Call Options Held
8.2K
Put Options Held
14.4K
View Full List

About PACER FDS TR US CASH COWS 100

COWZ Quotes by TradingView
  • Ticker COWZ
  • Sector ETFs
  • Industry ETFs
More about COWZ
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