Ae Wealth Management LLC Pimco ETF Tr Sr Ln Active Exch Transaction History

Ae Wealth Management LLC

  • $10.4 Billion
  • Q1 2025

A detailed history of Ae Wealth Management LLC transactions in Pimco ETF Tr Sr Ln Active Exch stock. As of the latest transaction made, Ae Wealth Management LLC holds 35,274 shares of LONZ stock, worth $1.79 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
35,274
Previous 34,003 3.74%
Holding current value
$1.79 Million
Previous $1.74 Million 2.3%
% of portfolio
0.02%
Previous 0.02%

Shares

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

May 06, 2025
BUY
$50.21 - $51.23 $63,816 - $65,113
1,271 Added 3.74%
35,274 $1.78 Million
Q4 2024

Feb 13, 2025
BUY
$50.81 - $51.59 $1.23 Million - $1.25 Million
24,208 Added 247.15%
34,003 $1.74 Million
Q3 2024

Nov 14, 2024
BUY
$50.28 - $51.29 $101,465 - $103,503
2,018 Added 25.95%
9,795 $500,000
Q2 2024

Aug 12, 2024
BUY
$50.92 - $51.46 $396,004 - $400,204
7,777 New
7,777 $397,000
Q2 2023

Jul 10, 2023
BUY
$48.9 - $49.9 $323,718 - $330,338
6,620 New
6,620 $330,000

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 Ae Wealth Management LLC Portfolio

Follow Ae Wealth Management 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 Ae Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ae Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email