Iht Wealth Management, LLC Pimco ETF Tr 25+ Yr Zero Cpn U Transaction History
Iht Wealth Management, LLC
- $2.59 Billion
- Q1 2024
A detailed history of Iht Wealth Management, LLC transactions in Pimco ETF Tr 25+ Yr Zero Cpn U stock. As of the latest transaction made, Iht Wealth Management, LLC holds 52,658 shares of ZROZ stock, worth $3.95 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
52,658
Previous 9,180
473.62%
Holding current value
$3.95 Million
Previous $783,000
432.95%
% of portfolio
0.16%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding ZROZ
# of Institutions
116Shares Held
6.74MCall Options Held
136KPut Options Held
128K-
Bank Of America Corp Charlotte, NC859KShares$64.5 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC602KShares$45.2 Million0.03% of portfolio
-
Morgan Stanley New York, NY515KShares$38.7 Million0.0% of portfolio
-
Flagship Harbor Advisors, LLC399KShares$30 Million2.07% of portfolio
-
Annex Advisory Services, LLC396KShares$29.8 Million1.14% of portfolio