OFC FINANCIAL PLANNING, LLC COWZ Holdings History
Number of Shares
32,129.00
Current Holdings Value*
$1.76 Mil
% of Portfolio
1.99%
Total Estimate Gain
$-100,028.35
% of Total Estimate Gain
-5.31%
OFC FINANCIAL PLANNING, LLC's Pacer US Cash Cows 100 ETF Holding Summary
As of 2025-03-31, OFC FINANCIAL PLANNING, LLC held 32,129.00 shares of Pacer US Cash Cows 100 ETF(COWZ), totaling $1.76 Mil. This investment constitutes 1.99% of their stock portfolio, and OFC FINANCIAL PLANNING, LLC now holds 0.01% of the outstanding Pacer US Cash Cows 100 ETF(COWZ) stock.
The initial trade took place in 2024Q4. And since then OFC FINANCIAL PLANNING, LLC has made 1 purchases of COWZ, at an average price of $58.60, for a total of 32,129.00 shares. Based on historical transaction data and COWZ's current price of $55.49, OFC FINANCIAL PLANNING, LLC's estimated gain on his COWZ holdings is $-100,028.35, reflecting a -5.31% gain to date.
OFC FINANCIAL PLANNING, LLC COWZ ($55.49) Holding Chart
OFC FINANCIAL PLANNING, LLC COWZ ($55.49) 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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