Modern Wealth Management, LLC Pacer Fds Tr U S Cash Cows Gro Transaction History

Modern Wealth Management, LLC

$1.65 Trillion
Q3 2024

A detailed history of Modern Wealth Management, LLC transactions in Pacer Fds Tr U S Cash Cows Gro stock. As of the latest transaction made, Modern Wealth Management, LLC holds 159,821 shares of BUL stock, worth $7.5 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares

159,821

Previous 161,012 0.74%

Holding current value

$7.5 Million

Previous $6.83 Billion 7.85%

% of portfolio

0.45%

Previous 0.5%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 05, 2024	SELL	$40.93 - $46.6 $48,747 - $55,500	-1,191 Reduced 0.74%	159,821 $7.37 Billion
Q2 2024 Aug 07, 2024	SELL	$39.67 - $43.18 $51,729 - $56,306	-1,304 Reduced 0.8%	161,012 $6.83 Billion
Q1 2024 May 13, 2024	BUY	$35.02 - $42.51 $319,382 - $387,691	9,120 Added 5.95%	162,316 $6.85 Billion
Q4 2023 Feb 14, 2024	BUY	$34.11 - $36.83 $5.23 Million - $5.64 Million	153,196 New	153,196 $5.59 Billion

Others Institutions Holding BUL

# of Institutions

Shares Held

1.28M

Call Options Held

Put Options Held

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About PACER FDS TR U S CASH COWS GRO

Ticker BUL
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Modern Wealth Management, LLC Pacer Fds Tr U S Cash Cows Gro Transaction History