A detailed history of Spire Wealth Management transactions in Pimco ETF Tr 25+ Yr Zero Cpn U stock. As of the latest transaction made, Spire Wealth Management holds 208 shares of ZROZ stock, worth $14,753. This represents 0.0% of its overall portfolio holdings.

Number of Shares
208
Previous 1,232 83.12%
Holding current value
$14,753
Previous $92,000 81.52%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

SELL
$72.41 - $86.76 $74,147 - $88,842
-1,024 Reduced 83.12%
208 $17,000
Q2 2024

Jul 31, 2024

SELL
$69.84 - $79.34 $32,964 - $37,448
-472 Reduced 27.7%
1,232 $92,000
Q4 2023

Feb 06, 2024

BUY
$64.83 - $87.83 $259 - $351
4 Added 0.24%
1,704 $145,000
Q3 2023

Nov 08, 2023

SELL
$72.44 - $91.19 $14,488 - $18,238
-200 Reduced 10.53%
1,700 $123,000
Q1 2023

May 09, 2023

BUY
$88.41 - $98.6 $16,797 - $18,734
190 Added 11.11%
1,900 $181,000
Q4 2022

Feb 03, 2023

BUY
$78.17 - $101.71 $133,670 - $173,924
1,710 New
1,710 $149,000

Others Institutions Holding ZROZ

About PIMCO ETF TR 25+ YR ZERO CPN U


  • Ticker ZROZ
  • Sector ETFs
  • Industry ETFs
More about ZROZ
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