Number of Shares
91,852.00
Current Holdings Value*
$5.03 Mil
% of Portfolio
3.31%
Total Estimate Gain
$434,898.61
% of Total Estimate Gain
7.05%

National Wealth Management Group, LLC's Pacer US Cash Cows 100 ETF Holding Summary

As of 2025-03-31, National Wealth Management Group, LLC held 91,852.00 shares of Pacer US Cash Cows 100 ETF(COWZ), totaling $5.03 Mil. This investment constitutes 3.31% of their stock portfolio, and National Wealth Management Group, LLC now holds 0.02% of the outstanding Pacer US Cash Cows 100 ETF(COWZ) stock.

The initial trade took place in 2022Q4. And since then National Wealth Management Group, LLC has made 7 purchases of COWZ, at an average price of $52.35, for a total of 117,875.00 shares. In addition, there have been 1 sales at an average price of $53.45 for 26,023.00 shares. Based on historical transaction data and COWZ's current price of $56.77, National Wealth Management Group, LLC's estimated gain on his COWZ holdings is $434,898.61, reflecting a 7.05% gain to date.

National Wealth Management Group, LLC COWZ ($56.77) Holding Chart

National Wealth Management Group, 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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