Bridgewealth Advisory Group, LLC PIMCO ETF TR Transaction History

Bridgewealth Advisory Group, LLC

  • $76.1 Billion
  • Q1 2025
Number of Shares
202,419
Previous 780,871 74.08%
Holding current value
$5.33 Billion
Previous $20.4 Billion 73.88%
% of portfolio
7.01%
Previous 5.77%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
SELL
N/A
-578,452 Reduced 74.08%
202,419 $5.33 Billion
Q4 2024

Feb 14, 2025
BUY
N/A
139,413 Added 21.73%
780,871 $20.4 Billion
Q3 2024

Nov 13, 2024
BUY
N/A
79,191 Added 14.08%
641,458 $17.1 Billion
Q2 2024

Aug 13, 2024
BUY
N/A
38,802 Added 7.41%
562,267 $14.4 Billion
Q1 2024

Apr 18, 2024
BUY
N/A
231,339 Added 79.19%
523,465 $13.5 Billion
Q4 2023

Feb 05, 2024
BUY
N/A
261,036 Added 839.61%
292,126 $7.5 Billion
Q3 2023

Nov 09, 2023
BUY
N/A
31,090 New
31,090 $760 Million
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