J.W. Cole Advisors, Inc. Pimco ETF Tr Sr Ln Active Exch Transaction History
J.W. Cole Advisors, Inc.
- $2.09 Billion
- Q2 2024
A detailed history of J.W. Cole Advisors, Inc. transactions in Pimco ETF Tr Sr Ln Active Exch stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 22,395 shares of LONZ stock, worth $1.14 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
22,395
Previous 21,975
1.91%
Holding current value
$1.14 Million
Previous $1.12 Million
1.87%
% of portfolio
0.05%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding LONZ
# of Institutions
43Shares Held
6.53MCall Options Held
0Put Options Held
0-
Allianz Asset Management Gmb H Munich, 2M3.23MShares$165 Million0.25% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.04MShares$52.8 Million0.13% of portfolio
-
Advocacy Wealth Management Services, LLC732KShares$37.4 Million3.36% of portfolio
-
Family Investment Center, Inc. Saint Joseph, MO207KShares$10.6 Million3.26% of portfolio
-
Roger Wittlin Investment Advisory, LLC201KShares$10.3 Million6.68% of portfolio