D.A. Davidson & Co. Pimco ETF Tr Sr Ln Active Exch Transaction History

D.A. Davidson & Co.

$15.1 Billion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 28, 2025	BUY	$50.21 - $51.23 $665,935 - $679,463	13,263 Added 72.89%	31,458 $1.59 Million
Q4 2024 Jan 31, 2025	BUY	$50.81 - $51.59 $924,487 - $938,680	18,195 New	18,195 $929,000

Others Institutions Holding LONZ

# of Institutions

68

Shares Held

12.5M

Call Options Held

0

Put Options Held

0

Allianz Asset Management Gmb H Munich, 2M

6.04M
Shares

$305 Million
0.41% of portfolio
Wealth Enhancement Advisory Services, LLC

1.36M
Shares

$68.6 Million
0.12% of portfolio
State Of New Jersey Common Pension Fund D

850K
Shares

$42.9 Million
0.17% of portfolio
Advocacy Wealth Management Services, LLC

840K
Shares

$42.4 Million
3.31% of portfolio
Kensington Asset Management, LLC Austin, TX

418K
Shares

$21.1 Million
2.28% of portfolio

About PIMCO ETF TR SR LN ACTIVE EXCH

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