Kellett Schaffner Wealth Advisors LLC Pacer Fds Tr Us Cash Cows 100 Transaction History
Kellett Schaffner Wealth Advisors LLC
- $113 Million
- Q4 2024
A detailed history of Kellett Schaffner Wealth Advisors LLC transactions in Pacer Fds Tr Us Cash Cows 100 stock. As of the latest transaction made, Kellett Schaffner Wealth Advisors LLC holds 5,225 shares of COWZ stock, worth $262,399. This represents 0.26% of its overall portfolio holdings.
Number of Shares
5,225
Previous 5,725
8.73%
Holding current value
$262,399
Previous $331,000
10.88%
% of portfolio
0.26%
Previous 0.31%
Shares
11 transactions
Others Institutions Holding COWZ
# of Institutions
913Shares Held
324MCall Options Held
6.6KPut Options Held
16.7K-
Bank Of America Corp Charlotte, NC63.1MShares$3.17 Billion0.31% of portfolio
-
Morgan Stanley New York, NY27.9MShares$1.4 Billion0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC20.7MShares$1.04 Billion0.49% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL15.4MShares$772 Million0.33% of portfolio
-
Northwestern Mutual Wealth Management CO14MShares$701 Million0.67% of portfolio