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

Advocacy Wealth Management Services, LLC

$1.17 Billion
Q3 2024

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 718,799 shares of LONZ stock, worth $36.9 Million. This represents 3.15% of its overall portfolio holdings.

Number of Shares

718,799

Previous 731,939 1.8%

Holding current value

$36.9 Million

Previous $37.4 Million 1.81%

% of portfolio

3.15%

Previous 3.36%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

Shares Held

9.7M

Call Options Held

Put Options Held

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About PIMCO ETF TR SR LN ACTIVE EXCH

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