Life Goal Wealth Advisors PIMCO ETF TR Transaction History

Life Goal Wealth Advisors

  • $92.6 Billion
  • Q1 2025
Number of Shares
100,939
Previous 38,567 161.72%
Holding current value
$2.66 Billion
Previous $1 Billion 166.06%
% of portfolio
2.87%
Previous 1.08%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
BUY
N/A
62,372 Added 161.72%
100,939 $2.66 Billion
Q4 2024

Feb 04, 2025
BUY
N/A
38,567 New
38,567 $1 Billion
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