Orgel Wealth Management, LLC PIMCO ETF TR Transaction History

Orgel Wealth Management, LLC

  • $3.93 Billion
  • Q2 2025
Number of Shares
4,395,611
Previous 4,325,944 1.61%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 10, 2025
BUY
N/A
69,667 Added 1.61%
4,395,611 $0
Q1 2025

Apr 15, 2025
BUY
N/A
1,473,537 Added 51.66%
4,325,944 $0
Q4 2024

Jan 15, 2025
BUY
N/A
2,852,407 New
2,852,407 $0
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