Holistic Planning, LLC Pacer Fds Tr Us Cash Cows 100 Transaction History

Holistic Planning, LLC

  • $381 Billion
  • Q3 2025

A detailed history of Holistic Planning, LLC transactions in Pacer Fds Tr Us Cash Cows 100 stock. As of the latest transaction made, Holistic Planning, LLC holds 9,820 shares of COWZ stock, worth $575,452. This represents 0.15% of its overall portfolio holdings.

Number of Shares
9,820
Previous 10,948 10.3%
Holding current value
$575,452
Previous $603 Million 6.45%
% of portfolio
0.15%
Previous 0.17%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
SELL
$55.15 - $58.11 $62,209 - $65,548
-1,128 Reduced 10.3%
9,820 $564 Million
Q2 2025

Jul 28, 2025
BUY
$47.46 - $55.3 $519,592 - $605,424
10,948 New
10,948 $603 Million

Others Institutions Holding COWZ

# of Institutions
894
Shares Held
245M
Call Options Held
1.1K
Put Options Held
100
View Full List

About PACER FDS TR US CASH COWS 100

COWZ Quotes by TradingView
  • Ticker COWZ
  • Sector ETFs
  • Industry ETFs
More about COWZ
Track This Portfolio

Track Holistic Planning, LLC Portfolio

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

News

Stay updated on Holistic Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email