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

Summit Wealth Partners, LLC

$487 Billion
Q4 2024

A detailed history of Summit Wealth Partners, LLC transactions in Pacer Fds Tr Us Cash Cows 100 stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 33,575 shares of COWZ stock, worth $1.95 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares

33,575

Previous 35,593 5.67%

Holding current value

$1.95 Million

Previous $2.06 Billion 7.87%

% of portfolio

0.39%

Previous 0.4%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$56.06 - $61.35 $113,129 - $123,804	-2,018 Reduced 5.67%	33,575 $1.9 Billion
Q3 2024 Oct 28, 2024	BUY	$53.41 - $57.9 $23,714 - $25,707	444 Added 1.26%	35,593 $2.06 Billion
Q2 2024 Sep 11, 2024	BUY	$54.04 - $58.09 $190,707 - $204,999	3,529 Added 11.16%	35,149 $1.92 Billion
Q1 2024 Sep 11, 2024	BUY	$50.77 - $58.11 $346,809 - $396,949	6,831 Added 27.56%	31,620 $1.84 Billion
Q4 2023 Sep 11, 2024	BUY	$47.09 - $52.78 $882,796 - $989,466	18,747 Added 310.28%	24,789 $1.29 Billion
Q3 2023 Sep 11, 2024	BUY	$47.0 - $51.65 $283,974 - $312,069	6,042 New	6,042 $299 Million

Others Institutions Holding COWZ

# of Institutions

903

Shares Held

327M

Call Options Held

28.5K

Put Options Held

3.8K

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About PACER FDS TR US CASH COWS 100

Ticker COWZ
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Industry ETFs

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