Values Added Financial LLC Pacer Fds Tr Us Cash Cows 100 Transaction History

Values Added Financial LLC

$159 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 19, 2023	BUY	$47.0 - $51.65 $235,000 - $258,250	5,000 New	5,000 $247 Million

Others Institutions Holding COWZ

# of Institutions

804

Shares Held

304M

Call Options Held

8.3K

Put Options Held

3.3K

Bank Of America Corp Charlotte, NC

63.6M
Shares

$3.79 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

19.8M
Shares

$1.18 Billion
0.52% of portfolio
Northwestern Mutual Wealth Management CO

14.2M
Shares

$846 Million
0.73% of portfolio
Wells Fargo & Company San Francisco, CA

11.4M
Shares

$680 Million
0.15% of portfolio

About PACER FDS TR US CASH COWS 100

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