Roger Wittlin Investment Advisory, LLC Pimco ETF Tr Sr Ln Active Exch Transaction History
Roger Wittlin Investment Advisory, LLC
- $171 Million
- Q3 2024
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 219,205 shares of LONZ stock, worth $11.3 Million. This represents 6.55% of its overall portfolio holdings.
Number of Shares
219,205
Previous 200,975
9.07%
Holding current value
$11.3 Million
Previous $10.3 Million
9.06%
% of portfolio
6.55%
Previous 6.68%
Shares
8 transactions
Others Institutions Holding LONZ
# of Institutions
51Shares Held
9.7MCall Options Held
0Put Options Held
0-
Allianz Asset Management Gmb H Munich, 2M4.32MShares$222 Million0.32% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.3MShares$66.8 Million0.15% of portfolio
-
Advocacy Wealth Management Services, LLC719KShares$37 Million3.15% of portfolio
-
Meitav Dash Investments LTD488KShares$25.1 Million0.43% of portfolio
-
Ferguson Shapiro LLC371KShares$19.1 Million11.5% of portfolio