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

Instrumental Wealth, LLC

$106 Billion
Q4 2024

A detailed history of Instrumental Wealth, LLC transactions in Pacer Fds Tr Us Cash Cows 100 stock. As of the latest transaction made, Instrumental Wealth, LLC holds 232,549 shares of COWZ stock, worth $12.6 Million. This represents 12.74% of its overall portfolio holdings.

Number of Shares

232,549

Previous 212,029 9.68%

Holding current value

$12.6 Million

Previous $12.4 Billion 8.44%

% of portfolio

12.74%

Previous 12.1%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 24, 2025	BUY	$56.06 - $61.35 $1.15 Million - $1.26 Million	20,520 Added 9.68%	232,549 $13.5 Billion
Q3 2024 Oct 15, 2024	BUY	$53.41 - $57.9 $426,211 - $462,042	7,980 Added 3.91%	212,029 $12.4 Billion
Q2 2024 Jul 26, 2024	BUY	$54.04 - $58.09 $861,992 - $926,593	15,951 Added 8.48%	204,049 $11.4 Billion
Q1 2024 May 29, 2024	SELL	$50.77 - $58.11 $639,295 - $731,721	-12,592 Reduced 6.27%	188,098 $10.3 Billion
Q4 2023 Jan 25, 2024	BUY	$47.09 - $52.78 $213,647 - $239,462	4,537 Added 2.31%	200,690 $10.2 Billion
Q3 2023 Oct 18, 2023	BUY	$47.0 - $51.65 $468,590 - $514,950	9,970 Added 5.35%	196,153 $9.82 Billion
Q2 2023 Jul 13, 2023	BUY	$44.37 - $47.9 $311,521 - $336,305	7,021 Added 3.92%	186,183 $9.13 Billion
Q1 2023 May 04, 2023	BUY	$44.32 - $50.24 $7.94 Million - $9 Million	179,162 New	179,162 $8.09 Billion

Others Institutions Holding COWZ

# of Institutions

914

Shares Held

327M

Call Options Held

6.6K

Put Options Held

16.7K

View Full List

About PACER FDS TR US CASH COWS 100

Ticker COWZ
Sector ETFs
Industry ETFs

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