Plante Moran Financial Advisors, LLC Pacer Fds Tr Us Cash Cows 100 Transaction History

Plante Moran Financial Advisors, LLC

$927 Million
Q1 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 05, 2024	BUY	$47.09 - $52.78 $33,245 - $37,262	706 New	706 $36,000

Others Institutions Holding COWZ

# of Institutions

763

Shares Held

283M

Call Options Held

36.2K

Put Options Held

53.7K

Bank Of America Corp Charlotte, NC

61.2M
Shares

$3.43 Billion
0.34% of portfolio
Morgan Stanley New York, NY

25M
Shares

$1.4 Billion
0.12% of portfolio
Lpl Financial LLC Fort Mill, SC

16.5M
Shares

$922 Million
0.52% of portfolio
Northwestern Mutual Wealth Management CO

13.4M
Shares

$748 Million
0.8% of portfolio
Wells Fargo & Company San Francisco, CA

10.3M
Shares

$577 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 Plante Moran Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Plante Moran Financial Advisors, LLC with notifications on news.