Kellett Schaffner Wealth Advisors LLC Pacer Fds Tr Us Cash Cows 100 Transaction History
Kellett Schaffner Wealth Advisors LLC
- $114 Million
- Q1 2025
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 5,825 shares of COWZ stock, worth $293,754. This represents 0.28% of its overall portfolio holdings.
Number of Shares
5,825
Previous 5,225
11.48%
Holding current value
$293,754
Previous $295,000
7.8%
% of portfolio
0.28%
Previous 0.26%
Shares
12 transactions
Others Institutions Holding COWZ
# of Institutions
913Shares Held
325MCall Options Held
6.6KPut Options Held
16.7K-
Bank Of America Corp Charlotte, NC63.1MShares$3.18 Billion0.31% of portfolio
-
Morgan Stanley New York, NY27.9MShares$1.41 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$775 Million0.33% of portfolio
-
Northwestern Mutual Wealth Management CO14MShares$704 Million0.67% of portfolio