Brown Financial Advisors PIMCO ETF TR Transaction History

Brown Financial Advisors

  • $243 Billion
  • Q1 2025
Number of Shares
32,800
Previous 44,139 25.69%
Holding current value
$1.66 Billion
Previous $2.22 Billion 25.28%
% of portfolio
0.68%
Previous 0.89%

Shares

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

May 12, 2025
SELL
N/A
-11,339 Reduced 25.69%
32,800 $1.66 Billion
Q4 2024

Feb 04, 2025
BUY
N/A
25,937 Added 142.5%
44,139 $2.22 Billion
Q3 2024

Nov 15, 2024
BUY
N/A
1,410 Added 8.4%
18,202 $940 Million
Q2 2024

Aug 30, 2024
BUY
N/A
16,792 New
16,792 $834 Million
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