Simpli Fi, Inc. Pimco ETF Tr Sr Ln Active Exch Transaction History
Simpli Fi, Inc.
- $220 Million
- Q3 2024
A detailed history of Simpli Fi, Inc. transactions in Pimco ETF Tr Sr Ln Active Exch stock. As of the latest transaction made, Simpli Fi, Inc. holds 5,223 shares of LONZ stock, worth $266,529. This represents 0.12% of its overall portfolio holdings.
Number of Shares
5,223
Previous 6,231
16.18%
Holding current value
$266,529
Previous $318,000
16.04%
% of portfolio
0.12%
Previous 0.15%
Shares
3 transactions
Others Institutions Holding LONZ
# of Institutions
50Shares Held
8.18MCall Options Held
0Put Options Held
0-
Allianz Asset Management Gmb H Munich, 2M3.23MShares$165 Million0.25% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.3MShares$66.3 Million0.15% of portfolio
-
Advocacy Wealth Management Services, LLC719KShares$36.7 Million3.15% of portfolio
-
Meitav Dash Investments LTD488KShares$24.9 Million0.43% of portfolio
-
Ferguson Shapiro LLC371KShares$19 Million11.5% of portfolio