Trajan Wealth LLC PIMCO ETF TR Transaction History

Trajan Wealth LLC

  • $2.32 Trillion
  • Q3 2025
Number of Shares
825,793
Previous 705,225 17.1%
Holding current value
$22.2 Billion
Previous $18.7 Billion 18.42%
% of portfolio
0.96%
Previous 0.92%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
BUY
N/A
120,568 Added 17.1%
825,793 $22.2 Billion
Q2 2025

Aug 11, 2025
SELL
N/A
-15,872 Reduced 2.2%
705,225 $18.7 Billion
Q1 2025

May 12, 2025
BUY
N/A
95,352 Added 15.24%
721,097 $19 Billion
Q4 2024

Feb 13, 2025
BUY
N/A
37,128 Added 6.31%
625,745 $16.2 Billion
Q3 2024

Oct 25, 2024
BUY
N/A
588,617 New
588,617 $15.7 Billion
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