Advocacy Wealth Management Services, LLC Pimco ETF Tr Sr Ln Active Exch Transaction History

Advocacy Wealth Management Services, LLC

  • $1.19 Billion
  • Q1 2025

A detailed history of Advocacy Wealth Management Services, LLC transactions in Pimco ETF Tr Sr Ln Active Exch stock. As of the latest transaction made, Advocacy Wealth Management Services, LLC holds 792,503 shares of LONZ stock, worth $40.1 Million. This represents 3.35% of its overall portfolio holdings.

Number of Shares
792,503
Previous 729,403 8.65%
Holding current value
$40.1 Million
Previous $37.3 Million 7.14%
% of portfolio
3.35%
Previous 3.05%

Shares

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

May 06, 2025
BUY
$50.21 - $51.23 $3.17 Million - $3.23 Million
63,100 Added 8.65%
792,503 $39.9 Million
Q4 2024

Feb 14, 2025
BUY
$50.81 - $51.59 $538,789 - $547,060
10,604 Added 1.48%
729,403 $37.3 Million
Q3 2024

Oct 31, 2024
SELL
$50.28 - $51.29 $660,679 - $673,950
-13,140 Reduced 1.8%
718,799 $36.8 Million
Q2 2024

Jul 10, 2024
BUY
$50.92 - $51.46 $55,095 - $55,679
1,082 Added 0.15%
731,939 $37.4 Million
Q1 2024

Apr 15, 2024
BUY
$50.17 - $51.17 $3.01 Million - $3.07 Million
59,956 Added 8.94%
730,857 $37.4 Million
Q4 2023

Jan 23, 2024
BUY
$49.47 - $50.78 $7.38 Million - $7.57 Million
149,100 Added 28.57%
670,901 $33.9 Million
Q3 2023

Oct 26, 2023
SELL
$49.58 - $50.41 $23.6 Million - $24 Million
-475,584 Reduced 47.68%
521,801 $26.2 Million
Q2 2023

Jul 20, 2023
BUY
$48.9 - $49.9 $2.37 Million - $2.42 Million
48,529 Added 5.11%
997,385 $49.8 Million
Q1 2023

Apr 14, 2023
BUY
$48.8 - $50.08 $2.9 Million - $2.98 Million
59,479 Added 6.69%
948,856 $46.9 Million
Q4 2022

Jan 27, 2023
BUY
$48.36 - $49.29 $2.76 Million - $2.82 Million
57,149 Added 6.87%
889,377 $0
Q3 2022

Oct 06, 2022
BUY
$48.07 - $50.69 $40 Million - $42.2 Million
832,228 New
832,228 $40.6 Million

Others Institutions Holding LONZ

# of Institutions
84
Shares Held
16.3M
Call Options Held
0
Put Options Held
0
View Full List

About PIMCO ETF TR SR LN ACTIVE EXCH

LONZ Quotes by TradingView
  • Ticker LONZ
  • Sector ETFs
  • Industry ETFs
More about LONZ
Track This Portfolio

Track Advocacy Wealth Management Services, LLC Portfolio

Follow Advocacy Wealth Management Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Advocacy Wealth Management Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Advocacy Wealth Management Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email