Richard W. Paul & Associates, LLC PIMCO ETF TR Transaction History

Richard W. Paul & Associates, LLC

  • $277 Billion
  • Q2 2025
Number of Shares
213,595
Previous 208,780 2.31%
Holding current value
$5.67 Billion
Previous $5.5 Billion 3.04%
% of portfolio
2.05%
Previous 2.16%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
BUY
N/A
4,815 Added 2.31%
213,595 $5.67 Billion
Q1 2025

May 12, 2025
BUY
N/A
208,780 New
208,780 $5.5 Billion
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