Summit Investment Advisory Services, LLC PIMCO ETF TR Transaction History

Summit Investment Advisory Services, LLC

  • $194 Billion
  • Q4 2024
Number of Shares
11,706
Previous 7,559 54.86%
Holding current value
$303 Million
Previous $201 Million 50.62%
% of portfolio
0.16%
Previous 0.11%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
N/A
4,147 Added 54.86%
11,706 $303 Million
Q3 2024

Oct 16, 2024
BUY
N/A
7,559 New
7,559 $201 Million
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