LWM Advisory Services, LLC COWZ Holdings History
LWM Advisory Services, LLC's Pacer US Cash Cows 100 ETF Holding Summary
As of 2025-03-31, LWM Advisory Services, LLC held 132,312.00 shares of Pacer US Cash Cows 100 ETF(COWZ), totaling $7.25 Mil. This investment constitutes 5.03% of their stock portfolio, and LWM Advisory Services, LLC now holds 0.03% of the outstanding Pacer US Cash Cows 100 ETF(COWZ) stock.
The initial trade took place in 2023Q3. And since then LWM Advisory Services, LLC has made 5 purchases of COWZ, at an average price of $52.69, for a total of 158,717.00 shares. In addition, there have been 2 sales at an average price of $56.73 for 26,405.00 shares. Based on historical transaction data and COWZ's current price of $55.76, LWM Advisory Services, LLC's estimated gain on his COWZ holdings is $512,943.77, reflecting a 6.13% gain to date.
LWM Advisory Services, LLC COWZ ($55.76) Holding Chart
LWM Advisory Services, LLC COWZ ($55.76) 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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