Base Wealth Management LLC PIMCO ETF TR Transaction History

Base Wealth Management LLC

  • $175 Billion
  • Q3 2025
Number of Shares
424,750
Previous 383,973 10.62%
Holding current value
$11.4 Billion
Previous $10.2 Billion 11.87%
% of portfolio
6.5%
Previous 6.53%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
BUY
N/A
40,777 Added 10.62%
424,750 $11.4 Billion
Q2 2025

Sep 19, 2025
BUY
N/A
48,660 Added 14.51%
383,973 $10.2 Billion
Q1 2025

Sep 19, 2025
BUY
N/A
335,313 New
335,313 $8.84 Billion
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