Legacy Wealth Planning, LLC COWZ Holdings History
Legacy Wealth Planning, LLC's Pacer US Cash Cows 100 ETF Holding Summary
As of 2022-09-30, Legacy Wealth Planning, LLC held 75,752.00 shares of Pacer US Cash Cows 100 ETF(COWZ), totaling $3.11 Mil. This investment constitutes 5.14% of their stock portfolio, and Legacy Wealth Planning, LLC now holds 0.04% of the outstanding Pacer US Cash Cows 100 ETF(COWZ) stock.
The initial trade took place in 2022Q2. And since then Legacy Wealth Planning, LLC has made 2 purchases of COWZ, at an average price of $47.70, for a total of 75,752.00 shares. Based on historical transaction data and COWZ's current price of $55.76, Legacy Wealth Planning, LLC's estimated gain on his COWZ holdings is $610,362.94, reflecting a 16.89% gain to date.
Legacy Wealth Planning, LLC COWZ ($55.76) Holding Chart
Legacy Wealth Planning, 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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