Trajan Wealth LLC PIMCO ETF TR Transaction History

Trajan Wealth LLC

  • $1.83 Trillion
  • Q1 2025
Number of Shares
50,291
Previous 68,625 26.72%
Holding current value
$5.09 Billion
Previous $6.92 Billion 26.44%
% of portfolio
0.28%
Previous 0.38%

Shares

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

May 12, 2025
SELL
N/A
-18,334 Reduced 26.72%
50,291 $5.09 Billion
Q4 2024

Feb 13, 2025
SELL
N/A
-6,177 Reduced 8.26%
68,625 $6.92 Billion
Q3 2024

Oct 25, 2024
BUY
N/A
10,719 Added 16.73%
74,802 $7.57 Billion
Q2 2024

Jul 26, 2024
BUY
N/A
106 Added 0.17%
64,083 $6.48 Billion
Q1 2024

May 14, 2024
BUY
N/A
63,977 New
63,977 $6.47 Billion
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