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

Wealth Plan Investment Management, LLC

  • $1.38 Billion
  • Q3 2025

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 223,075 shares of COWZ stock, worth $13.1 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares
223,075
Previous 201,721 10.59%
Holding current value
$13.1 Million
Previous $11.1 Million 15.35%
% of portfolio
0.93%
Previous 0.88%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
BUY
$55.15 - $58.11 $1.18 Million - $1.24 Million
21,354 Added 10.59%
223,075 $12.8 Million
Q2 2025

Jul 28, 2025
BUY
$47.46 - $55.3 $3.5 Million - $4.08 Million
73,851 Added 57.75%
201,721 $11.1 Million
Q1 2025

May 09, 2025
BUY
$53.6 - $58.97 $392,780 - $432,132
7,328 Added 6.08%
127,870 $7 Million
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
894
Shares Held
245M
Call Options Held
1.1K
Put Options Held
100
View Full List

About PACER FDS TR US CASH COWS 100

COWZ Quotes by TradingView
  • Ticker COWZ
  • Sector ETFs
  • Industry ETFs
More about COWZ
Track This Portfolio

Track Wealth Plan Investment Management, LLC Portfolio

Follow Wealth Plan Investment Management, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email