Heritage Wealth Management, Inc. Pacer Fds Tr Us Cash Cows 100 Transaction History
Heritage Wealth Management, Inc.
- $341 Billion
- Q3 2025
A detailed history of Heritage Wealth Management, Inc. transactions in Pacer Fds Tr Us Cash Cows 100 stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 25,872 shares of COWZ stock, worth $1.52 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
25,872
Previous 24,571
5.29%
Holding current value
$1.52 Million
Previous $1.35 Billion
9.82%
% of portfolio
0.44%
Previous 0.44%
Shares
6 transactions
Others Institutions Holding COWZ
# of Institutions
894Shares Held
245MCall Options Held
1.1KPut Options Held
100-
Bank Of America Corp Charlotte, NC43.6MShares$2.55 Billion0.18% of portfolio
-
Lpl Financial LLC Fort Mill, SC20.5MShares$1.2 Billion0.37% of portfolio
-
Morgan Stanley New York, NY17MShares$996 Million0.06% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.3MShares$602 Million0.2% of portfolio
-
Northwestern Mutual Wealth Management CO9.04MShares$530 Million0.35% of portfolio