Lake Street Financial LLC Pimco ETF Tr Sr Ln Active Exch Transaction History

Lake Street Financial LLC

$600 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 12, 2024	BUY	$50.92 - $51.46 $244,976 - $247,574	4,811 New	4,811 $246,000

Others Institutions Holding LONZ

# of Institutions

50

Shares Held

8.18M

Call Options Held

0

Put Options Held

0

Allianz Asset Management Gmb H Munich, 2M

3.23M
Shares

$165 Million
0.25% of portfolio
Wealth Enhancement Advisory Services, LLC

1.3M
Shares

$66.3 Million
0.15% of portfolio
Advocacy Wealth Management Services, LLC

719K
Shares

$36.7 Million
3.15% of portfolio
Meitav Dash Investments LTD

488K
Shares

$24.9 Million
0.43% of portfolio
Ferguson Shapiro LLC

371K
Shares

$19 Million
11.5% of portfolio

About PIMCO ETF TR SR LN ACTIVE EXCH

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