Ep Wealth Advisors, LLC Pacer Fds Tr Us Cash Cows 100 Transaction History

Ep Wealth Advisors, LLC

$11.7 Billion
Q4 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Pacer Fds Tr Us Cash Cows 100 stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 7,256 shares of COWZ stock, worth $422,008. This represents 0.0% of its overall portfolio holdings.

Number of Shares

7,256

Previous 10,265 29.31%

Holding current value

$422,008

Previous $593,000 31.03%

% of portfolio

0.0%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$56.06 - $61.35 $168,684 - $184,602	-3,009 Reduced 29.31%	7,256 $409,000
Q3 2024 Nov 14, 2024	BUY	$53.41 - $57.9 $50,739 - $55,005	950 Added 10.2%	10,265 $593,000
Q2 2024 Aug 19, 2024	BUY	$54.04 - $58.09 $202,595 - $217,779	3,749 Added 67.36%	9,315 $507,000
Q1 2024 May 14, 2024	BUY	$50.77 - $58.11 $3,909 - $4,474	77 Added 1.4%	5,566 $323,000
Q4 2023 Feb 28, 2024	BUY	$47.09 - $52.78 $258,477 - $289,709	5,489 New	5,489 $285,000
Q4 2022 Jun 12, 2023	BUY	$42.61 - $49.44 $231,074 - $268,113	5,423 New	5,423 $250,000

Others Institutions Holding COWZ

# of Institutions

903

Shares Held

327M

Call Options Held

28.5K

Put Options Held

3.8K

View Full List

About PACER FDS TR US CASH COWS 100

Ticker COWZ
Sector ETFs
Industry ETFs

More about COWZ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.

Account

Ep Wealth Advisors, LLC Pacer Fds Tr Us Cash Cows 100 Transaction History