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

Ever Source Wealth Advisors, LLC

  • $1.95 Billion
  • Q2 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Pimco ETF Tr 25+ Yr Zero Cpn U stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 350 shares of ZROZ stock, worth $24,507. This represents 0.0% of its overall portfolio holdings.

Number of Shares
350
Previous 1,000 65.0%
Holding current value
$24,507
Previous $71,000 67.61%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 13, 2025
SELL
$62.08 - $73.58 $40,352 - $47,827
-650 Reduced 65.0%
350 $23,000
Q1 2025

May 13, 2025
BUY
$65.49 - $74.67 $65,489 - $74,670
1,000 New
1,000 $71,000

Others Institutions Holding ZROZ

# of Institutions
157
Shares Held
11.8M
Call Options Held
183K
Put Options Held
166K
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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