Atlas Financial Advisors, Inc. Pimco ETF Tr 25+ Yr Zero Cpn U Transaction History

Atlas Financial Advisors, Inc.

  • $58.7 Million
  • Q2 2024

A detailed history of Atlas Financial Advisors, Inc. transactions in Pimco ETF Tr 25+ Yr Zero Cpn U stock. As of the latest transaction made, Atlas Financial Advisors, Inc. holds 115,935 shares of ZROZ stock, worth $9.6 Million. This represents 14.82% of its overall portfolio holdings.

Number of Shares
115,935
Previous 123,512 6.13%
Holding current value
$9.6 Million
Previous $9.79 Million 11.06%
% of portfolio
14.82%
Previous 15.68%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 05, 2024
SELL
$69.84 - $79.34 $529,177 - $601,159
-7,577 Reduced 6.13%
115,935 $8.71 Million
Q1 2024

May 13, 2024
SELL
$75.85 - $84.7 $101,335 - $113,159
-1,336 Reduced 1.07%
123,512 $9.79 Million
Q4 2023

Feb 12, 2024
SELL
$64.83 - $87.83 $9.76 Million - $13.2 Million
-150,481 Reduced 54.65%
124,848 $10.7 Million
Q3 2023

Oct 11, 2023
BUY
$72.44 - $91.19 $10.1 Million - $12.8 Million
139,991 Added 103.44%
275,329 $20 Million
Q2 2023

Jul 17, 2023
BUY
$87.31 - $97.73 $997,953 - $1.12 Million
11,430 Added 9.22%
135,338 $12.5 Million
Q1 2023

Apr 25, 2023
BUY
$88.41 - $98.6 $182,920 - $204,003
2,069 Added 1.7%
123,908 $11.9 Million
Q4 2022

Jan 24, 2023
BUY
$78.17 - $101.71 $1.95 Million - $2.54 Million
24,981 Added 25.79%
121,839 $0
Q3 2022

Oct 19, 2022
SELL
$91.11 - $114.13 $3.1 Million - $3.89 Million
-34,042 Reduced 26.01%
96,858 $9.02 Million
Q2 2022

Jul 25, 2022
BUY
$101.22 - $132.77 $58,302 - $76,475
576 Added 0.44%
130,900 $14.2 Million
Q1 2022

Apr 27, 2022
SELL
$126.83 - $147.57 $2.71 Million - $3.15 Million
-21,343 Reduced 14.07%
130,324 $17.3 Million
Q4 2021

Apr 20, 2022
BUY
$141.28 - $162.83 $21.4 Million - $24.7 Million
151,667 New
151,667 $23.1 Million

Others Institutions Holding ZROZ

# of Institutions
134
Shares Held
7.8M
Call Options Held
134K
Put Options Held
148K
View Full List

About PIMCO ETF TR 25+ YR ZERO CPN U

ZROZ Quotes by TradingView
  • Ticker ZROZ
  • Sector ETFs
  • Industry ETFs
More about ZROZ
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