Svb Wealth LLC Pimco ETF Tr 25+ Yr Zero Cpn U Transaction History

Svb Wealth LLC

$117 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 05, 2020	SELL	$161.0 - $186.21 $161,000 - $186,210	-1,000 Closed	0 $0
Q4 2019 Feb 13, 2020	BUY	$132.53 - $148.29 $132,530 - $148,290	1,000 New	1,000 $133,000

Others Institutions Holding ZROZ

# of Institutions

148

Shares Held

9.31M

Call Options Held

209K

Put Options Held

483K

Lpl Financial LLC Fort Mill, SC

1.11M
Shares

$78.8 Million
0.04% of portfolio
Bank Of America Corp Charlotte, NC

1.03M
Shares

$73.4 Million
0.01% of portfolio
Mirae Asset Global Investments Co., Ltd.

1.02M
Shares

$72.5 Million
0.37% of portfolio
Morgan Stanley New York, NY

566K
Shares

$40.2 Million
0.0% of portfolio
Stifel Financial Corp St. Louis, MO

456K
Shares

$32.3 Million
0.04% of portfolio

About PIMCO ETF TR 25+ YR ZERO CPN U

Ticker ZROZ
Sector ETFs
Industry ETFs

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