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

Lido Advisors, LLC

$17.8 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 14, 2023	BUY	$47.0 - $51.65 $141,000 - $154,950	3,000 Added 65.22%	7,600 $375,000
Q2 2023 Aug 09, 2023	BUY	$44.37 - $47.9 $204,102 - $220,340	4,600 New	4,600 $220,000

Others Institutions Holding COWZ

# of Institutions

794

Shares Held

301M

Call Options Held

8.3K

Put Options Held

3.3K

Bank Of America Corp Charlotte, NC

63.6M
Shares

$3.8 Billion
0.31% of portfolio
Morgan Stanley New York, NY

27.6M
Shares

$1.65 Billion
0.12% of portfolio
Lpl Financial LLC Fort Mill, SC

18.6M
Shares

$1.11 Billion
0.52% of portfolio
Northwestern Mutual Wealth Management CO

14.2M
Shares

$847 Million
0.76% of portfolio
Wells Fargo & Company San Francisco, CA

11.3M
Shares

$676 Million
0.15% of portfolio

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 Lido Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lido Advisors, LLC with notifications on news.