Iht Wealth Management, LLC Pimco ETF Tr 25+ Yr Zero Cpn U Transaction History

Iht Wealth Management, LLC

  • $2.99 Billion
  • Q4 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 82,844 shares of ZROZ stock, worth $5.86 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
82,844
Previous 84,580 2.05%
Holding current value
$5.86 Million
Previous $6.97 Million 18.46%
% of portfolio
0.19%
Previous 0.2%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
SELL
$68.62 - $82.57 $119,124 - $143,341
-1,736 Reduced 2.05%
82,844 $5.68 Million
Q3 2024

Nov 14, 2024
BUY
$72.41 - $86.76 $6.12 Million - $7.34 Million
84,580 New
84,580 $6.97 Million
Q1 2024

May 15, 2024
BUY
$75.85 - $84.7 $3.3 Million - $3.68 Million
43,478 Added 473.62%
52,658 $4.17 Million
Q4 2023

Feb 14, 2024
BUY
$64.83 - $87.83 $150,146 - $203,414
2,316 Added 33.74%
9,180 $783,000
Q3 2023

Nov 14, 2023
SELL
$72.44 - $91.19 $4.69 Million - $5.91 Million
-64,774 Reduced 90.42%
6,864 $499,000
Q2 2023

Aug 14, 2023
BUY
$87.31 - $97.73 $6.25 Million - $7 Million
71,638 New
71,638 $6.59 Million

Others Institutions Holding ZROZ

# of Institutions
153
Shares Held
10.7M
Call Options Held
120K
Put Options Held
156K
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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