Pasadena Private Wealth, LLC Pimco ETF Tr Sr Ln Active Exch Transaction History

Pasadena Private Wealth, LLC

  • $574 Million
  • Q3 2025

A detailed history of Pasadena Private Wealth, LLC transactions in Pimco ETF Tr Sr Ln Active Exch stock. As of the latest transaction made, Pasadena Private Wealth, LLC holds 9,314 shares of LONZ stock, worth $470,543. This represents 0.08% of its overall portfolio holdings.

Number of Shares
9,314
Previous 17,612 47.12%
Holding current value
$470,543
Previous $898,000 47.1%
% of portfolio
0.08%
Previous 0.18%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
SELL
$50.7 - $51.11 $420,708 - $424,110
-8,298 Reduced 47.12%
9,314 $475,000
Q2 2025

Aug 01, 2025
BUY
$48.48 - $50.99 $6,738 - $7,087
139 Added 0.8%
17,612 $898,000
Q1 2025

May 08, 2025
SELL
$50.21 - $51.23 $63,766 - $65,062
-1,270 Reduced 6.78%
17,473 $880,000
Q4 2024

Jan 31, 2025
BUY
$50.81 - $51.59 $91,915 - $93,326
1,809 Added 10.68%
18,743 $957,000
Q3 2024

Nov 08, 2024
SELL
$50.28 - $51.29 $2,162 - $2,205
-43 Reduced 0.25%
16,934 $866,000
Q2 2024

Jul 19, 2024
BUY
$50.92 - $51.46 $864,468 - $873,636
16,977 New
16,977 $868,000

Others Institutions Holding LONZ

# of Institutions
70
Shares Held
12.5M
Call Options Held
0
Put Options Held
0
View Full List

About PIMCO ETF TR SR LN ACTIVE EXCH

LONZ Quotes by TradingView
  • Ticker LONZ
  • Sector ETFs
  • Industry ETFs
More about LONZ
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