Goal Vest Advisory LLC Pacer Fds Tr Us Cash Cows 100 Transaction History

Goal Vest Advisory LLC

$298 Million
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 03, 2023	BUY	$44.32 - $50.24 $5,318 - $6,028	120 New	120 $5,000
Q2 2022 Jul 06, 2022	SELL	N/A	-200 Closed	0 $0
Q1 2022 May 03, 2022	BUY	N/A	200 New	200 $10,000

Others Institutions Holding COWZ

# of Institutions

757

Shares Held

280M

Call Options Held

36.2K

Put Options Held

53.7K

Bank Of America Corp Charlotte, NC

61.2M
Shares

$3.29 Billion
0.34% of portfolio
Morgan Stanley New York, NY

25M
Shares

$1.34 Billion
0.12% of portfolio
Lpl Financial LLC Fort Mill, SC

16.5M
Shares

$884 Million
0.52% of portfolio
Northwestern Mutual Wealth Management CO

13.4M
Shares

$717 Million
0.8% of portfolio
Wells Fargo & Company San Francisco, CA

10.3M
Shares

$553 Million
0.15% of portfolio

About PACER FDS TR US CASH COWS 100

Ticker COWZ
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