Symphony Financial Services, Inc. PIMCO ETF TR Transaction History

Symphony Financial Services, Inc.

  • $167 Billion
  • Q2 2025
Number of Shares
547,277
Previous 549,520 0.41%
Holding current value
$14.5 Billion
Previous $14.5 Billion 0.31%
% of portfolio
8.68%
Previous 9.46%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
SELL
N/A
-2,243 Reduced 0.41%
547,277 $14.5 Billion
Q1 2025

May 12, 2025
BUY
N/A
333,665 Added 154.58%
549,520 $14.5 Billion
Q4 2024

Feb 06, 2025
SELL
N/A
-1,650 Reduced 0.76%
215,855 $5.59 Billion
Q3 2024

Nov 12, 2024
BUY
N/A
217,505 New
217,505 $5.8 Billion
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