Number of Shares
162,845.00
Current Holdings Value*
$5.01 Mil
% of Portfolio
3.33%
Total Estimate Gain
$541,917.55
% of Total Estimate Gain
10.43%

Laurel Wealth Planning LLC's Pacer US Large Cap Cash Cows Growth Leaders ETF Holding Summary

As of 2025-03-31, Laurel Wealth Planning LLC held 162,845.00 shares of Pacer US Large Cap Cash Cows Growth Leaders ETF(COWG), totaling $5.01 Mil. This investment constitutes 3.33% of their stock portfolio, and Laurel Wealth Planning LLC now holds 0.39% of the outstanding Pacer US Large Cap Cash Cows Growth Leaders ETF(COWG) stock.

The initial trade took place in 2024Q4. And since then Laurel Wealth Planning LLC has made 2 purchases of COWG, at an average price of $31.89, for a total of 162,845.00 shares. Based on historical transaction data and COWG's current price of $35.22, Laurel Wealth Planning LLC's estimated gain on his COWG holdings is $541,917.55, reflecting a 10.43% gain to date.

Laurel Wealth Planning LLC COWG ($35.22) Holding Chart

Laurel Wealth Planning LLC COWG ($35.22) 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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