Avaii Wealth Management, LLC Pimco Active Bond Exchange Tra Transaction History

Avaii Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 29, 2024	SELL	$90.6 - $92.67 $16,217 - $16,587	-179 Reduced 7.42%	2,233 $205,000
Q4 2023 Feb 05, 2024	SELL	$85.36 - $93.18 $46,777 - $51,062	-548 Reduced 18.51%	2,412 $222,000
Q3 2023 Oct 24, 2023	SELL	$87.73 - $91.9 $291,000 - $304,832	-3,317 Reduced 52.84%	2,960 $260,000
Q2 2023 Jul 31, 2023	BUY	$90.82 - $93.46 $137,047 - $141,031	1,509 Added 31.65%	6,277 $575,000
Q1 2023 Apr 10, 2023	BUY	$90.4 - $94.23 $83,439 - $86,974	923 Added 24.01%	4,768 $442,000
Q4 2022 Jan 25, 2023	BUY	$87.0 - $92.92 $334,515 - $357,277	3,845 New	3,845 $0

449

39.9M

Get notified when there are updates to the investment portfolio of Avaii Wealth Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Avaii Wealth Management, LLC with notifications on news.