Amplius Wealth Advisors, LLC Pacer Fds Tr Us Cash Cows 100 Transaction History

Amplius Wealth Advisors, LLC

$815 Million
Q3 2024

A detailed history of Amplius Wealth Advisors, LLC transactions in Pacer Fds Tr Us Cash Cows 100 stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 3,834 shares of COWZ stock, worth $219,381. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,834

Previous 3,831 0.08%

Holding current value

$219,381

Previous $208,000 6.25%

% of portfolio

0.03%

Previous 0.03%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	BUY	$53.41 - $57.9 $160 - $173	3 Added 0.08%	3,834 $221,000
Q2 2024 Jul 22, 2024	BUY	$54.04 - $58.09 $207,027 - $222,542	3,831 New	3,831 $208,000
Q3 2023 Oct 17, 2023	BUY	$47.0 - $51.65 $195,050 - $214,347	4,150 New	4,150 $205,000
Q1 2023 Apr 25, 2023	SELL	$44.32 - $50.24 $33,107 - $37,529	-747 Reduced 10.16%	6,604 $310,000
Q4 2022 Jan 19, 2023	SELL	$42.61 - $49.44 $161,832 - $187,773	-3,798 Reduced 34.07%	7,351 $0
Q3 2022 Nov 10, 2022	SELL	$40.04 - $48.42 $435,835 - $527,051	-10,885 Reduced 49.4%	11,149 $457,000
Q2 2022 Jul 21, 2022	BUY	$43.07 - $51.1 $949,004 - $1.13 Million	22,034 New	22,034 $949,000
Q1 2022 May 09, 2022	SELL	$45.75 - $51.02 $65,559 - $73,111	-1,433 Closed	0 $0
Q4 2021 Jan 28, 2022	BUY	$44.03 - $47.4 $63,094 - $67,924	1,433 New	1,433 $67,000

Others Institutions Holding COWZ

# of Institutions

817

Shares Held

307M

Call Options Held

28.5K

Put Options Held

3.8K

View Full List

About PACER FDS TR US CASH COWS 100

Ticker COWZ
Sector ETFs
Industry ETFs

More about COWZ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Amplius Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Amplius Wealth Advisors, LLC with notifications on news.

Account

Amplius Wealth Advisors, LLC Pacer Fds Tr Us Cash Cows 100 Transaction History