Patriot Financial Group Insurance Agency, LLC Pimco ETF Tr 25+ Yr Zero Cpn U Transaction History

Patriot Financial Group Insurance Agency, LLC

$621 Million
Q1 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Jul 30, 2021	SELL	N/A	-4 Reduced 17.39%	19 $3,000
Q2 2020 Jul 10, 2020	SELL	N/A	-8 Reduced 25.81%	23 $4,000
Q4 2019 Jan 22, 2020	BUY	N/A	17 Added 121.43%	31 $4,000
Q3 2019 Oct 25, 2019	BUY	N/A	14 New	14 $2,000

Others Institutions Holding ZROZ

# of Institutions

117

Shares Held

6.74M

Call Options Held

136K

Put Options Held

128K

Bank Of America Corp Charlotte, NC

859K
Shares

$64.8 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

602K
Shares

$45.4 Million
0.03% of portfolio
Morgan Stanley New York, NY

515K
Shares

$38.8 Million
0.0% of portfolio
Flagship Harbor Advisors, LLC

399K
Shares

$30.1 Million
2.07% of portfolio
Annex Advisory Services, LLC

396K
Shares

$29.9 Million
1.14% of portfolio

View Full List

About PIMCO ETF TR 25+ YR ZERO CPN U

Ticker ZROZ
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