Integrated Wealth Concepts LLC Pimco ETF Tr 25+ Yr Zero Cpn U Transaction History

Integrated Wealth Concepts LLC

  • $9.24 Billion
  • Q2 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Pimco ETF Tr 25+ Yr Zero Cpn U stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 7,431 shares of ZROZ stock, worth $504,787. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,431
Previous 7,176 3.55%
Holding current value
$504,787
Previous $514,000 3.11%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 14, 2025
BUY
$62.08 - $73.58 $15,830 - $18,762
255 Added 3.55%
7,431 $498,000
Q1 2025

May 15, 2025
SELL
$65.49 - $74.67 $261 - $298
-4 Reduced 0.06%
7,176 $514,000
Q4 2024

Feb 14, 2025
SELL
$68.62 - $82.57 $129,142 - $155,396
-1,882 Reduced 20.77%
7,180 $492,000
Q3 2024

Nov 14, 2024
BUY
$72.41 - $86.76 $656,179 - $786,219
9,062 New
9,062 $746,000
Q1 2022

May 12, 2022
SELL
$126.83 - $147.57 $17.4 Million - $20.3 Million
-137,268 Closed
0 $0
Q4 2021

Feb 15, 2022
BUY
$141.28 - $162.83 $19.4 Million - $22.4 Million
137,268 New
137,268 $20.9 Million

Others Institutions Holding ZROZ

# of Institutions
158
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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