Copia Wealth Management COWG Holdings History
Number of Shares
26,939.00
Current Holdings Value*
$829,450.00
% of Portfolio
0.77%
Total Estimate Gain
$73,051.31
% of Total Estimate Gain
8.41%
Copia Wealth Management's Pacer US Large Cap Cash Cows Growth Leaders ETF Holding Summary
As of 2025-03-31, Copia Wealth Management held 26,939.00 shares of Pacer US Large Cap Cash Cows Growth Leaders ETF(COWG), totaling $829,450.00. This investment constitutes 0.77% of their stock portfolio, and Copia Wealth Management now holds 0.06% of the outstanding Pacer US Large Cap Cash Cows Growth Leaders ETF(COWG) stock.
The initial trade took place in 2024Q4. And since then Copia Wealth Management has made 1 purchases of COWG, at an average price of $32.23, for a total of 26,939.00 shares. Based on historical transaction data and COWG's current price of $34.94, Copia Wealth Management's estimated gain on his COWG holdings is $73,051.31, reflecting a 8.41% gain to date.
Copia Wealth Management COWG ($34.94) Holding Chart
Copia Wealth Management COWG ($34.94) 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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