Number of Shares
45,379.00
Current Holdings Value*
$2.48 Mil
% of Portfolio
2.26%
Total Estimate Gain
$257,849.39
% of Total Estimate Gain
4.06%

Perissos Private Wealth Management, LLC's Pacer US Cash Cows 100 ETF Holding Summary

As of 2025-03-31, Perissos Private Wealth Management, LLC held 45,379.00 shares of Pacer US Cash Cows 100 ETF(COWZ), totaling $2.48 Mil. This investment constitutes 2.26% of their stock portfolio, and Perissos Private Wealth Management, LLC now holds 0.01% of the outstanding Pacer US Cash Cows 100 ETF(COWZ) stock.

The initial trade took place in 2024Q1. And since then Perissos Private Wealth Management, LLC has made 3 purchases of COWZ, at an average price of $54.21, for a total of 117,268.00 shares. In addition, there have been 1 sales at an average price of $56.92 for 71,889.00 shares. Based on historical transaction data and COWZ's current price of $55.61, Perissos Private Wealth Management, LLC's estimated gain on his COWZ holdings is $257,849.39, reflecting a 4.06% gain to date.

Perissos Private Wealth Management, LLC COWZ ($55.61) Holding Chart

Perissos Private Wealth Management, LLC COWZ ($55.61) 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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