Roger Wittlin Investment Advisory, LLC Pimco ETF Tr Sr Ln Active Exch Transaction History

Roger Wittlin Investment Advisory, LLC

  • $168 Million
  • Q1 2025

A detailed history of Roger Wittlin Investment Advisory, LLC transactions in Pimco ETF Tr Sr Ln Active Exch stock. As of the latest transaction made, Roger Wittlin Investment Advisory, LLC holds 291,126 shares of LONZ stock, worth $14.8 Million. This represents 8.72% of its overall portfolio holdings.

Number of Shares
291,126
Previous 284,572 2.3%
Holding current value
$14.8 Million
Previous $14.5 Million 0.88%
% of portfolio
8.72%
Previous 8.26%

Shares

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

May 01, 2025
BUY
$50.21 - $51.23 $329,076 - $335,761
6,554 Added 2.3%
291,126 $14.7 Million
Q4 2024

Feb 12, 2025
BUY
$50.81 - $51.59 $3.32 Million - $3.37 Million
65,367 Added 29.82%
284,572 $14.5 Million
Q3 2024

Nov 08, 2024
BUY
$50.28 - $51.29 $916,604 - $935,016
18,230 Added 9.07%
219,205 $11.2 Million
Q2 2024

Jul 25, 2024
BUY
$50.92 - $51.46 $1.79 Million - $1.81 Million
35,149 Added 21.2%
200,975 $10.3 Million
Q1 2024

May 02, 2024
BUY
$50.17 - $51.17 $170,728 - $174,131
3,403 Added 2.1%
165,826 $8.48 Million
Q4 2023

Jan 23, 2024
BUY
$49.47 - $50.78 $163,349 - $167,675
3,302 Added 2.08%
162,423 $8.2 Million
Q3 2023

Nov 14, 2023
BUY
$49.58 - $50.41 $166,985 - $169,780
3,368 Added 2.16%
159,121 $8 Million
Q2 2023

Jul 31, 2023
BUY
$48.9 - $49.9 $171,932 - $175,448
3,516 Added 2.31%
155,753 $7.77 Million
Q1 2023

May 12, 2023
SELL
$48.8 - $50.08 $2.23 Million - $2.29 Million
-45,778 Reduced 23.12%
152,237 $7.53 Million
Q4 2022

Feb 10, 2023
BUY
$48.36 - $49.29 $9.58 Million - $9.76 Million
198,015 New
198,015 $9.66 Million

Others Institutions Holding LONZ

# of Institutions
84
Shares Held
16.3M
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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