WR Wealth Planners, LLC COWZ Holdings History
WR Wealth Planners, LLC's Pacer US Cash Cows 100 ETF Holding Summary
As of 2024-12-31, WR Wealth Planners, LLC held 445,126.00 shares of Pacer US Cash Cows 100 ETF(COWZ), totaling $25.14 Mil. This investment constitutes 8.08% of their stock portfolio, and WR Wealth Planners, LLC now holds 0.1% of the outstanding Pacer US Cash Cows 100 ETF(COWZ) stock.
The initial trade took place in 2022Q1. And since then WR Wealth Planners, LLC has made 4 purchases of COWZ, at an average price of $48.88, for a total of 471,401.00 shares. In addition, there have been 3 sales at an average price of $55.62 for 26,275.00 shares. Based on historical transaction data and COWZ's current price of $55.76, WR Wealth Planners, LLC's estimated gain on his COWZ holdings is $3.24 Mil, reflecting a 14.07% gain to date.
WR Wealth Planners, LLC COWZ ($55.76) Holding Chart
WR Wealth Planners, 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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