A detailed history of Atria Wealth Solutions, Inc. transactions in Pimco ETF Tr 25+ Yr Zero Cpn U stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 5,711 shares of ZROZ stock, worth $413,819. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,711
Previous 5,711 -0.0%
Holding current value
$413,819
Previous $428,000 9.81%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Jul 22, 2024

SELL
$69.84 - $79.34 $17,460 - $19,835
-250 Reduced 4.19%
5,711 $428,000
Q1 2024

May 13, 2024

BUY
$75.85 - $84.7 $71,526 - $79,872
943 Added 18.79%
5,961 $472,000
Q4 2023

Feb 02, 2024

BUY
$64.83 - $87.83 $325,316 - $440,730
5,018 New
5,018 $428,000
Q2 2023

Aug 03, 2023

BUY
$87.31 - $97.73 $2.12 Million - $2.37 Million
24,277 New
24,277 $2.23 Million

Others Institutions Holding ZROZ

About PIMCO ETF TR 25+ YR ZERO CPN U


  • Ticker ZROZ
  • Sector ETFs
  • Industry ETFs
More about ZROZ
Track This Portfolio

Track Atria Wealth Solutions, Inc. Portfolio

Follow Atria Wealth Solutions, Inc. 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 Atria Wealth Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atria Wealth Solutions, Inc. with notifications on news.