Simplicity Wealth,Llc Pimco ETF Tr 25+ Yr Zero Cpn U Transaction History

Simplicity Wealth,Llc

$1.59 Billion
Q3 2025

A detailed history of Simplicity Wealth,Llc transactions in Pimco ETF Tr 25+ Yr Zero Cpn U stock. As of the latest transaction made, Simplicity Wealth,Llc holds 6,362 shares of ZROZ stock, worth $426,254. This represents 0.03% of its overall portfolio holdings.

Number of Shares

6,362

Holding current value

$426,254

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 30, 2025	BUY	$62.57 - $69.12 $398,070 - $439,741	6,362 New	6,362 $432,000

Others Institutions Holding ZROZ

# of Institutions

153

Shares Held

11.9M

Call Options Held

173K

Put Options Held

188K

Mirae Asset Global Investments Co., Ltd.

2.54M
Shares

$170 Million
0.56% of portfolio
Bank Of America Corp Charlotte, NC

1.15M
Shares

$77.3 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

797K
Shares

$53.4 Million
0.02% of portfolio
Annex Advisory Services, LLC

739K
Shares

$49.5 Million
1.43% of portfolio
Adviser Investments LLC

598K
Shares

$40.1 Million
0.47% of portfolio

View Full List

About PIMCO ETF TR 25+ YR ZERO CPN U

Ticker ZROZ
Sector ETFs
Industry ETFs

More about ZROZ

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Simplicity Wealth,Llc Pimco ETF Tr 25+ Yr Zero Cpn U Transaction History