IVC Wealth Advisors LLC COWZ Holdings History
IVC Wealth Advisors LLC's Pacer US Cash Cows 100 ETF Holding Summary
As of 2025-03-31, IVC Wealth Advisors LLC held 40,653.00 shares of Pacer US Cash Cows 100 ETF(COWZ), totaling $2.23 Mil. This investment constitutes 1.2% of their stock portfolio, and IVC Wealth Advisors LLC now holds 0.01% of the outstanding Pacer US Cash Cows 100 ETF(COWZ) stock.
The initial trade took place in 2023Q4. And since then IVC Wealth Advisors LLC has made 5 purchases of COWZ, at an average price of $50.91, for a total of 133,123.00 shares. In addition, there have been 1 sales at an average price of $56.92 for 92,470.00 shares. Based on historical transaction data and COWZ's current price of $56.77, IVC Wealth Advisors LLC's estimated gain on his COWZ holdings is $794,378.14, reflecting a 11.72% gain to date.
IVC Wealth Advisors LLC COWZ ($56.77) Holding Chart
IVC Wealth Advisors LLC COWZ ($56.77) 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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