Consilio Wealth Advisors, LLC Pimco ETF Tr 25+ Yr Zero Cpn U Transaction History
Consilio Wealth Advisors, LLC
- $223 Million
- Q2 2024
A detailed history of Consilio Wealth Advisors, LLC transactions in Pimco ETF Tr 25+ Yr Zero Cpn U stock. As of the latest transaction made, Consilio Wealth Advisors, LLC holds 46,366 shares of ZROZ stock, worth $3.51 Million. This represents 1.56% of its overall portfolio holdings.
Number of Shares
46,366
Previous 43,421
6.78%
Holding current value
$3.51 Million
Previous $3.44 Million
1.16%
% of portfolio
1.56%
Previous 1.61%
Shares
6 transactions
Others Institutions Holding ZROZ
# of Institutions
119Shares Held
6.64MCall Options Held
136KPut Options Held
128K-
Bank Of America Corp Charlotte, NC859KShares$65 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC602KShares$45.6 Million0.03% of portfolio
-
Morgan Stanley New York, NY515KShares$39 Million0.0% of portfolio
-
Flagship Harbor Advisors, LLC399KShares$30.2 Million2.07% of portfolio
-
Stifel Financial Corp St. Louis, MO332KShares$25.2 Million0.03% of portfolio