Wealth Plan Investment Management, LLC Pacer Fds Tr Us Cash Cows 100 Transaction History

Wealth Plan Investment Management, LLC

$944 Million
Q4 2024

A detailed history of Wealth Plan Investment Management, LLC transactions in Pacer Fds Tr Us Cash Cows 100 stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 120,542 shares of COWZ stock, worth $6.9 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares

120,542

Previous 108,604 10.99%

Holding current value

$6.9 Million

Previous $6.28 Million 8.41%

% of portfolio

0.72%

Previous 0.68%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$56.06 - $61.35 $669,244 - $732,396	11,938 Added 10.99%	120,542 $6.81 Million
Q3 2024 Nov 05, 2024	BUY	$53.41 - $57.9 $499,330 - $541,307	9,349 Added 9.42%	108,604 $6.28 Million
Q2 2024 Aug 09, 2024	BUY	$54.04 - $58.09 $212,269 - $228,177	3,928 Added 4.12%	99,255 $5.41 Million
Q1 2024 May 16, 2024	SELL	$50.77 - $58.11 $1.53 Million - $1.75 Million	-30,151 Reduced 24.03%	95,327 $5.54 Million
Q4 2023 Jan 05, 2024	BUY	$47.09 - $52.78 $259,183 - $290,501	5,504 Added 4.59%	125,478 $6.52 Million
Q3 2023 Nov 15, 2023	SELL	$47.0 - $51.65 $14 Million - $15.3 Million	-296,937 Reduced 71.22%	119,974 $5.93 Million
Q3 2023 Nov 09, 2023	BUY	$47.0 - $51.65 $15 Million - $16.4 Million	318,267 Added 322.64%	416,911 $20.6 Million
Q2 2023 Aug 14, 2023	SELL	$44.37 - $47.9 $1.16 Million - $1.25 Million	-26,093 Reduced 20.92%	98,644 $4.72 Million
Q2 2023 Jul 25, 2023	SELL	$44.37 - $47.9 $448,713 - $484,412	-10,113 Reduced 7.5%	124,737 $5.97 Million
Q1 2023 May 08, 2023	SELL	$44.32 - $50.24 $17.8 Million - $20.1 Million	-401,071 Reduced 74.84%	134,850 $6.33 Million
Q4 2022 Feb 15, 2023	BUY	$42.61 - $49.44 $1.22 Million - $1.42 Million	28,681 Added 5.65%	535,921 $24.8 Million
Q3 2022 Dec 12, 2022	BUY	$40.04 - $48.42 $7.51 Million - $9.09 Million	187,685 Added 58.73%	507,240 $24.1 Million
Q1 2022 Sep 07, 2022	BUY	$45.75 - $51.02 $14.6 Million - $16.3 Million	319,555 New	319,555 $15.3 Million

Others Institutions Holding COWZ

# of Institutions

909

Shares Held

326M

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

More about COWZ

Track This Portfolio

Portfolio Update

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

News

Stay updated on Wealth Plan Investment Management, LLC with notifications on news.

Account

Wealth Plan Investment Management, LLC Pacer Fds Tr Us Cash Cows 100 Transaction History