Steward Partners Investment Advisory, LLC Pimco ETF Tr 25+ Yr Zero Cpn U Transaction History

Steward Partners Investment Advisory, LLC

  • $10.9 Billion
  • Q1 2025

A detailed history of Steward Partners Investment Advisory, LLC transactions in Pimco ETF Tr 25+ Yr Zero Cpn U stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 145,654 shares of ZROZ stock, worth $9.27 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
145,654
Previous 3,895 3639.51%
Holding current value
$9.27 Million
Previous $267,000 3807.49%
% of portfolio
0.1%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
$65.49 - $74.67 $9.28 Million - $10.6 Million
141,759 Added 3639.51%
145,654 $10.4 Million
Q4 2024

Feb 06, 2025
SELL
$68.62 - $82.57 $56,611 - $68,120
-825 Reduced 17.48%
3,895 $267,000
Q3 2024

Nov 14, 2024
BUY
$72.41 - $86.76 $341,775 - $409,507
4,720 New
4,720 $389,000
Q4 2023

Feb 12, 2024
BUY
$64.83 - $87.83 $6.08 Million - $8.24 Million
93,764 New
93,764 $8 Million

Others Institutions Holding ZROZ

# of Institutions
160
Shares Held
10.8M
Call Options Held
147K
Put Options Held
147K
View Full List

About PIMCO ETF TR 25+ YR ZERO CPN U

ZROZ Quotes by TradingView
  • Ticker ZROZ
  • Sector ETFs
  • Industry ETFs
More about ZROZ
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