Summit Wealth Group, LLC Pacer Fds Tr Us Cash Cows 100 Transaction History

Summit Wealth Group, LLC

$347 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 10, 2023	BUY	$44.32 - $50.24 $1.81 Million - $2.06 Million	40,940 New	40,940 $1,000

Others Institutions Holding COWZ

# of Institutions

813

Shares Held

306M

Call Options Held

28.5K

Put Options Held

3.8K

Bank Of America Corp Charlotte, NC

64.7M
Shares

$3.8 Billion
0.32% of portfolio
Morgan Stanley New York, NY

28.2M
Shares

$1.66 Billion
0.12% of portfolio
Lpl Financial LLC Fort Mill, SC

19.8M
Shares

$1.16 Billion
0.52% of portfolio
Northwestern Mutual Wealth Management CO

14.2M
Shares

$834 Million
0.73% of portfolio
Wells Fargo & Company San Francisco, CA

11.4M
Shares

$671 Million
0.15% of portfolio

About PACER FDS TR US CASH COWS 100

Ticker COWZ
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