Envestnet Asset Management Inc Pimco ETF Tr Sr Ln Active Exch Transaction History

Envestnet Asset Management Inc

$326 Billion
Q2 2025

A detailed history of Envestnet Asset Management Inc transactions in Pimco ETF Tr Sr Ln Active Exch stock. As of the latest transaction made, Envestnet Asset Management Inc holds 81,994 shares of LONZ stock, worth $4.16 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

81,994

Previous 243,336 66.3%

Holding current value

$4.16 Million

Previous $12.3 Million 65.91%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 31, 2025	SELL	$48.48 - $50.99 $7.82 Million - $8.23 Million	-161,342 Reduced 66.3%	81,994 $4.18 Million
Q1 2025 Apr 29, 2025	SELL	$50.21 - $51.23 $1.47 Million - $1.5 Million	-29,264 Reduced 10.74%	243,336 $12.3 Million
Q4 2024 Feb 12, 2025	BUY	$50.81 - $51.59 $12.9 Million - $13.1 Million	254,547 Added 1410.0%	272,600 $13.9 Million
Q3 2024 Nov 06, 2024	BUY	$50.28 - $51.29 $44,346 - $45,237	882 Added 5.14%	18,053 $923,000
Q2 2024 Aug 08, 2024	SELL	$50.92 - $51.46 $55,961 - $56,554	-1,099 Reduced 6.02%	17,171 $878,000
Q1 2024 May 13, 2024	SELL	$50.17 - $51.17 $414,905 - $423,175	-8,270 Reduced 31.16%	18,270 $934,000
Q4 2023 Feb 13, 2024	SELL	$49.47 - $50.78 $7.31 Million - $7.51 Million	-147,806 Reduced 84.78%	26,540 $1.34 Million
Q3 2023 Nov 13, 2023	BUY	$49.58 - $50.41 $1.44 Million - $1.46 Million	29,035 Added 19.98%	174,346 $8.77 Million
Q2 2023 Aug 04, 2023	BUY	$48.9 - $49.9 $7.11 Million - $7.25 Million	145,311 New	145,311 $7.25 Million

Others Institutions Holding LONZ

# of Institutions

Shares Held

12.4M

Call Options Held

Put Options Held

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About PIMCO ETF TR SR LN ACTIVE EXCH

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Envestnet Asset Management Inc Pimco ETF Tr Sr Ln Active Exch Transaction History