Cape Investment Advisory, Inc. PIMCO ETF TR Transaction History

Cape Investment Advisory, Inc.

  • $274 Billion
  • Q2 2025
Number of Shares
9,564
Previous 7,903 21.02%
Holding current value
$254 Million
Previous $208 Million 21.89%
% of portfolio
0.09%
Previous 0.08%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 19, 2025
BUY
N/A
1,661 Added 21.02%
9,564 $254 Million
Q1 2025

May 16, 2025
BUY
N/A
163 Added 2.11%
7,903 $208 Million
Q4 2024

Feb 05, 2025
BUY
N/A
1,193 Added 18.22%
7,740 $201 Million
Q3 2024

Nov 14, 2024
BUY
N/A
4,906 Added 298.96%
6,547 $174 Million
Q2 2024

Aug 14, 2024
BUY
N/A
666 Added 68.31%
1,641 $42.1 Million
Q1 2024

Jun 21, 2024
BUY
N/A
975 New
975 $25.1 Million
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