Copia Wealth Management COWZ Holdings History
Number of Shares
72,818.00
Current Holdings Value*
$3.99 Mil
% of Portfolio
3.69%
Total Estimate Gain
$-146,927.05
% of Total Estimate Gain
-3.41%
Copia Wealth Management's Pacer US Cash Cows 100 ETF Holding Summary
As of 2025-03-31, Copia Wealth Management held 72,818.00 shares of Pacer US Cash Cows 100 ETF(COWZ), totaling $3.99 Mil. This investment constitutes 3.69% of their stock portfolio, and Copia Wealth Management now holds 0.02% of the outstanding Pacer US Cash Cows 100 ETF(COWZ) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $56.92 for 755.00 shares. Based on historical transaction data and COWZ's current price of $56.63, Copia Wealth Management's estimated gain on his COWZ holdings is $-146,927.05, reflecting a -3.41% gain to date.
Copia Wealth Management COWZ ($56.63) Holding Chart
Copia Wealth Management COWZ ($56.63) 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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