Kolinsky Wealth Management, LLC COWZ Holdings History
Number of Shares
82,531.00
Current Holdings Value*
$4.66 Mil
% of Portfolio
2.84%
Total Estimate Gain
$486,224.77
% of Total Estimate Gain
11.62%
Kolinsky Wealth Management, LLC's Pacer US Cash Cows 100 ETF Holding Summary
As of 2024-12-31, Kolinsky Wealth Management, LLC held 82,531.00 shares of Pacer US Cash Cows 100 ETF(COWZ), totaling $4.66 Mil. This investment constitutes 2.84% of their stock portfolio, and Kolinsky Wealth Management, LLC now holds 0.02% of the outstanding Pacer US Cash Cows 100 ETF(COWZ) stock.
The initial trade took place in 2023Q4. And since then Kolinsky Wealth Management, LLC has made 5 purchases of COWZ, at an average price of $50.71, for a total of 82,531.00 shares. Based on historical transaction data and COWZ's current price of $56.60, Kolinsky Wealth Management, LLC's estimated gain on his COWZ holdings is $486,224.77, reflecting a 11.62% gain to date.
Kolinsky Wealth Management, LLC COWZ ($56.60) Holding Chart
Kolinsky Wealth Management, LLC COWZ ($56.60) 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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