Orba Wealth Advisors, L.L.C. PIMCO ETF TR Transaction History

Orba Wealth Advisors, L.L.C.

  • $110 Billion
  • Q2 2025
Number of Shares
58,780
Previous 131,079 55.16%
Holding current value
$1.56 Billion
Previous $3.45 Billion 54.83%
% of portfolio
1.42%
Previous 1.74%

Shares

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

Aug 05, 2025
SELL
N/A
-72,299 Reduced 55.16%
58,780 $1.56 Billion
Q1 2025

Apr 17, 2025
BUY
N/A
16,213 Added 14.11%
131,079 $3.45 Billion
Q4 2024

Feb 04, 2025
BUY
N/A
697 Added 0.61%
114,866 $2.98 Billion
Q3 2024

Oct 09, 2024
BUY
N/A
114,169 New
114,169 $3.04 Billion
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