Advocacy Wealth Management Services, LLC Pimco ETF Tr Sr Ln Active Exch Transaction History
Advocacy Wealth Management Services, LLC
- $1.11 Billion
- Q2 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 731,939 shares of LONZ stock, worth $37.3 Million. This represents 3.36% of its overall portfolio holdings.
Number of Shares
731,939
Previous 730,857
0.15%
Holding current value
$37.3 Million
Previous $37.4 Million
0.15%
% of portfolio
3.36%
Previous 3.5%
Shares
8 transactions
Others Institutions Holding LONZ
# of Institutions
43Shares Held
6.54MCall Options Held
0Put Options Held
0-
Allianz Asset Management Gmb H Munich, 2M3.23MShares$164 Million0.25% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.04MShares$52.7 Million0.13% of portfolio
-
Family Investment Center, Inc. Saint Joseph, MO207KShares$10.5 Million3.26% of portfolio
-
Roger Wittlin Investment Advisory, LLC201KShares$10.2 Million6.68% of portfolio
-
Inspire Advisors, LLC Meridian, ID152KShares$7.73 Million1.14% of portfolio