A detailed history of Creative Planning transactions in Pacer Fds Tr Us Cash Cows 100 stock. As of the latest transaction made, Creative Planning holds 16,976 shares of COWZ stock, worth $980,024. This represents 0.0% of its overall portfolio holdings.

Number of Shares
16,976
Previous 8,538 98.83%
Holding current value
$980,024
Previous $496,000 86.49%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 15, 2024

BUY
$54.04 - $58.09 $455,989 - $490,163
8,438 Added 98.83%
16,976 $925,000
Q1 2024

May 10, 2024

SELL
$50.77 - $58.11 $99,864 - $114,302
-1,967 Reduced 18.72%
8,538 $496,000
Q4 2023

Feb 14, 2024

BUY
$47.09 - $52.78 $36,683 - $41,115
779 Added 8.01%
10,505 $546,000
Q3 2023

Nov 16, 2023

BUY
$47.0 - $51.65 $457,122 - $502,347
9,726 New
9,726 $480,000

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 Creative Planning Portfolio

Follow Creative Planning 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 Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.