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

Delos Wealth Advisors, LLC

  • $100 Million
  • Q2 2024

A detailed history of Delos Wealth Advisors, LLC transactions in Pimco ETF Tr 25+ Yr Zero Cpn U stock. As of the latest transaction made, Delos Wealth Advisors, LLC holds 26,581 shares of ZROZ stock, worth $2.2 Million. This represents 1.99% of its overall portfolio holdings.

Number of Shares
26,581
Previous 21,923 21.25%
Holding current value
$2.2 Million
Previous $1.74 Million 14.85%
% of portfolio
1.99%
Previous 2.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
BUY
$69.84 - $79.34 $325,314 - $369,565
4,658 Added 21.25%
26,581 $2 Million
Q1 2024

May 09, 2024
BUY
$75.85 - $84.7 $1.6 Million - $1.79 Million
21,139 Added 2696.3%
21,923 $1.74 Million
Q4 2023

Feb 06, 2024
BUY
$64.83 - $87.83 $32,415 - $43,915
500 Added 176.06%
784 $66,000
Q2 2023

Sep 01, 2023
BUY
$87.31 - $97.73 $24,796 - $27,755
284 New
284 $26,000
Q3 2022

Nov 15, 2022
BUY
$91.11 - $114.13 $2,733 - $3,423
30 Added 16.67%
210 $20,000
Q2 2022

Aug 15, 2022
BUY
$101.22 - $132.77 $18,219 - $23,898
180 New
180 $20,000

Others Institutions Holding ZROZ

# of Institutions
134
Shares Held
7.8M
Call Options Held
134K
Put Options Held
148K
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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