O'Brien Wealth Partners LLC COWZ Holdings History
O'Brien Wealth Partners LLC's Pacer US Cash Cows 100 ETF Holding Summary
As of 2025-06-30, O'Brien Wealth Partners LLC held 827,665.00 shares of Pacer US Cash Cows 100 ETF(COWZ), totaling $45.60 Mil. This investment constitutes 7.16% of their stock portfolio, and O'Brien Wealth Partners LLC now holds 0.22% of the outstanding Pacer US Cash Cows 100 ETF(COWZ) stock.
The initial trade took place in 2023Q1. And since then O'Brien Wealth Partners LLC has made 8 purchases of COWZ, at an average price of $48.41, for a total of 836,732.00 shares. In addition, there have been 2 sales at an average price of $49.78 for 9,067.00 shares. Based on historical transaction data and COWZ's current price of $57.04, O'Brien Wealth Partners LLC's estimated gain on his COWZ holdings is $7.16 Mil, reflecting a 17.67% gain to date.
O'Brien Wealth Partners LLC COWZ ($57.04) Holding Chart
O'Brien Wealth Partners LLC COWZ ($57.04) 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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