Roger Wittlin Investment Advisory, LLC Pimco ETF Tr Sr Ln Active Exch Transaction History
Roger Wittlin Investment Advisory, LLC
- $142 Million
- Q1 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 165,826 shares of LONZ stock, worth $8.49 Million. This represents 5.98% of its overall portfolio holdings.
Number of Shares
165,826
Previous 162,423
2.1%
Holding current value
$8.49 Million
Previous $8.2 Million
3.44%
% of portfolio
5.98%
Previous 6.06%
Shares
6 transactions
Others Institutions Holding LONZ
# of Institutions
32Shares Held
5.58MCall Options Held
0Put Options Held
0-
Allianz Asset Management Gmb H Munich, 2M2.65MShares$136 Million0.22% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.04MShares$53 Million0.13% of portfolio
-
Advocacy Wealth Management Services, LLC732KShares$37.5 Million3.36% of portfolio
-
Family Investment Center, Inc. Saint Joseph, MO207KShares$10.6 Million3.26% of portfolio
-
Cwm, LLC135KShares$6.92 Million0.03% of portfolio