Consilio Wealth Advisors, LLC Pimco ETF Tr 25+ Yr Zero Cpn U Transaction History

Consilio Wealth Advisors, LLC

  • $281 Million
  • Q2 2025

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 70,553 shares of ZROZ stock, worth $4.62 Million. This represents 1.69% of its overall portfolio holdings.

Number of Shares
70,553
Previous 65,305 8.04%
Holding current value
$4.62 Million
Previous $4.6 Million 2.83%
% of portfolio
1.69%
Previous 1.93%

Shares

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

Jul 29, 2025
BUY
$62.08 - $73.58 $325,795 - $386,147
5,248 Added 8.04%
70,553 $4.73 Million
Q1 2025

Apr 11, 2025
BUY
$65.49 - $74.67 $1.01 Million - $1.16 Million
15,486 Added 31.08%
65,305 $4.6 Million
Q4 2024

Jan 13, 2025
BUY
$68.62 - $82.57 $222,671 - $267,939
3,245 Added 6.97%
49,819 $3.42 Million
Q3 2024

Oct 07, 2024
BUY
$72.41 - $86.76 $15,061 - $18,046
208 Added 0.45%
46,574 $3.84 Million
Q2 2024

Jul 12, 2024
BUY
$69.84 - $79.34 $205,678 - $233,656
2,945 Added 6.78%
46,366 $3.48 Million
Q1 2024

Apr 18, 2024
BUY
$75.85 - $84.7 $551,581 - $615,938
7,272 Added 20.12%
43,421 $3.44 Million
Q4 2023

Jan 11, 2024
SELL
$64.83 - $87.83 $207,585 - $281,231
-3,202 Reduced 8.14%
36,149 $3.08 Million
Q3 2023

Oct 11, 2023
BUY
$72.44 - $91.19 $162,917 - $205,086
2,249 Added 6.06%
39,351 $2.86 Million
Q2 2023

Jul 13, 2023
BUY
$87.31 - $97.73 $87,135 - $97,534
998 Added 2.76%
37,102 $3.41 Million
Q1 2023

Apr 06, 2023
BUY
$88.41 - $98.6 $3.19 Million - $3.56 Million
36,104 New
36,104 $3.46 Million

Others Institutions Holding ZROZ

# of Institutions
151
Shares Held
11.3M
Call Options Held
147K
Put Options Held
147K
View Full List

About PIMCO ETF TR 25+ YR ZERO CPN U

ZROZ Quotes by TradingView
  • Ticker ZROZ
  • Sector ETFs
  • Industry ETFs
More about ZROZ
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