Heritage Wealth Advisors Pimco ETF Tr Enhanced Sht Matu Transaction History

Heritage Wealth Advisors

$1.95 Billion
Q4 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 12, 2024	BUY	$100.09 - $100.69 $355,619 - $357,751	3,553 Added 49.01%	10,803 $1.09 Million
Q2 2024 Dec 12, 2024	SELL	$100.13 - $100.67 $155,101 - $155,937	-1,549 Reduced 17.6%	7,250 $729,000
Q2 2024 Aug 05, 2024	BUY	$100.13 - $100.67 $650,845 - $654,355	6,500 Added 866.67%	7,250 $729,000
Q1 2024 Dec 12, 2024	BUY	$99.81 - $100.54 $11,577 - $11,662	116 Added 1.34%	8,799 $884,000
Q1 2024 May 08, 2024	SELL	$99.81 - $100.54 $791,792 - $797,583	-7,933 Reduced 91.36%	750 $75,000
Q4 2023 Dec 12, 2024	SELL	$99.71 - $100.17 $211,385 - $212,360	-2,120 Reduced 19.62%	8,683 $866,000
Q4 2023 Feb 09, 2024	BUY	$99.71 - $100.17 $865,781 - $869,776	8,683 New	8,683 $866,000

Others Institutions Holding MINT

# of Institutions

744

Shares Held

87.5M

Call Options Held

0

Put Options Held

0

About PIMCO ETF TR ENHANCED SHT MATU

Ticker MINT
Sector ETFs
Industry ETFs

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