Foundations Investment Advisors, LLC Pimco ETF Tr 25+ Yr Zero Cpn U Transaction History

Foundations Investment Advisors, LLC

  • $4.46 Billion
  • Q3 2024

A detailed history of Foundations Investment Advisors, LLC transactions in Pimco ETF Tr 25+ Yr Zero Cpn U stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 63,134 shares of ZROZ stock, worth $4.57 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
63,134
Previous 4,786 1219.14%
Holding current value
$4.57 Million
Previous $359,000 1349.3%
% of portfolio
0.12%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
BUY
$72.41 - $86.76 $4.22 Million - $5.06 Million
58,348 Added 1219.14%
63,134 $5.2 Million
Q2 2024

Aug 02, 2024
BUY
$69.84 - $79.34 $17,669 - $20,073
253 Added 5.58%
4,786 $359,000
Q1 2024

May 13, 2024
BUY
$75.85 - $84.7 $18,204 - $20,328
240 Added 5.59%
4,533 $359,000
Q4 2023

Feb 08, 2024
BUY
$64.83 - $87.83 $278,315 - $377,054
4,293 New
4,293 $366,000
Q3 2021

Oct 13, 2021
SELL
$144.66 - $156.36 $207,876 - $224,689
-1,437 Closed
0 $0
Q2 2021

Jul 14, 2021
SELL
$131.72 - $147.73 $9,483 - $10,636
-72 Reduced 4.77%
1,437 $213,000
Q4 2020

Jan 13, 2021
SELL
$159.33 - $171.52 $3,345 - $3,601
-21 Reduced 1.37%
1,509 $232,000
Q3 2020

Oct 07, 2020
SELL
$168.57 - $184.99 $98,107 - $107,664
-582 Reduced 27.56%
1,530 $260,000
Q2 2020

Jul 08, 2020
BUY
$161.0 - $186.21 $26,565 - $30,724
165 Added 8.47%
2,112 $364,000
Q1 2020

Apr 06, 2020
BUY
$135.0 - $189.98 $262,845 - $369,891
1,947 New
1,947 $346,000

Others Institutions Holding ZROZ

# of Institutions
148
Shares Held
9.3M
Call Options Held
209K
Put Options Held
483K
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
Track This Portfolio

Track Foundations Investment Advisors, LLC Portfolio

Follow Foundations Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Foundations Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Foundations Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email