Capital Advisors Wealth Management, LLC COWZ Holdings History
Capital Advisors Wealth Management, LLC's Pacer US Cash Cows 100 ETF Holding Summary
As of 2025-03-31, Capital Advisors Wealth Management, LLC held 185,364.00 shares of Pacer US Cash Cows 100 ETF(COWZ), totaling $10.15 Mil. This investment constitutes 1.79% of their stock portfolio, and Capital Advisors Wealth Management, LLC now holds 0.04% of the outstanding Pacer US Cash Cows 100 ETF(COWZ) stock.
The initial trade took place in 2023Q1. And since then Capital Advisors Wealth Management, LLC has made 7 purchases of COWZ, at an average price of $50.03, for a total of 334,736.00 shares. In addition, there have been 2 sales at an average price of $57.44 for 149,372.00 shares. Based on historical transaction data and COWZ's current price of $55.85, Capital Advisors Wealth Management, LLC's estimated gain on his COWZ holdings is $2.19 Mil, reflecting a 13.05% gain to date.
Capital Advisors Wealth Management, LLC COWZ ($55.85) Holding Chart
Capital Advisors Wealth Management, LLC COWZ ($55.85) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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