Congress Wealth Management LLC Pacer Fds Tr Us Cash Cows 100 Transaction History

Congress Wealth Management LLC

$6.94 Billion
Q4 2024

A detailed history of Congress Wealth Management LLC transactions in Pacer Fds Tr Us Cash Cows 100 stock. As of the latest transaction made, Congress Wealth Management LLC holds 5,627 shares of COWZ stock, worth $316,406. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,627

Previous 6,790 17.13%

Holding current value

$316,406

Previous $392,000 19.13%

% of portfolio

0.0%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	SELL	$56.06 - $61.35 $65,197 - $71,350	-1,163 Reduced 17.13%	5,627 $317,000
Q3 2024 Nov 12, 2024	BUY	$53.41 - $57.9 $267 - $289	5 Added 0.07%	6,790 $392,000
Q2 2024 Aug 13, 2024	BUY	$54.04 - $58.09 $58,849 - $63,260	1,089 Added 19.12%	6,785 $369,000
Q1 2024 Apr 18, 2024	BUY	$50.77 - $58.11 $46,759 - $53,519	921 Added 19.29%	5,696 $330,000
Q4 2023 Feb 09, 2024	SELL	$47.09 - $52.78 $46,666 - $52,304	-991 Reduced 17.19%	4,775 $248,000
Q3 2023 Oct 30, 2023	BUY	$47.0 - $51.65 $27,918 - $30,680	594 Added 11.48%	5,766 $285,000
Q2 2023 Jul 13, 2023	BUY	$44.37 - $47.9 $3,593 - $3,879	81 Added 1.59%	5,172 $247,000
Q1 2023 Apr 14, 2023	BUY	$44.32 - $50.24 $24,065 - $27,280	543 Added 11.94%	5,091 $239,000
Q4 2022 Feb 02, 2023	BUY	$42.61 - $49.44 $193,790 - $224,853	4,548 New	4,548 $210,000

Others Institutions Holding COWZ

# of Institutions

914

Shares Held

327M

Call Options Held

6.6K

Put Options Held

16.7K

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About PACER FDS TR US CASH COWS 100

Ticker COWZ
Sector ETFs
Industry ETFs

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Congress Wealth Management LLC Pacer Fds Tr Us Cash Cows 100 Transaction History