Transform Wealth, LLC Pimco ETF Tr Sr Ln Active Exch Transaction History

Transform Wealth, LLC

  • $1.31 Billion
  • Q2 2024

A detailed history of Transform Wealth, LLC transactions in Pimco ETF Tr Sr Ln Active Exch stock. As of the latest transaction made, Transform Wealth, LLC holds 23,101 shares of LONZ stock, worth $1.18 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
23,101
Previous 24,508 5.74%
Holding current value
$1.18 Million
Previous $1.25 Million 5.75%
% of portfolio
0.09%
Previous 0.12%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 15, 2024
SELL
$50.92 - $51.46 $71,644 - $72,404
-1,407 Reduced 5.74%
23,101 $1.18 Million
Q1 2024

Apr 15, 2024
SELL
$50.17 - $51.17 $392,580 - $400,405
-7,825 Reduced 24.2%
24,508 $1.25 Million
Q4 2023

Jan 18, 2024
SELL
$49.47 - $50.78 $5.5 Million - $5.65 Million
-111,254 Reduced 77.48%
32,333 $1.63 Million
Q3 2023

Oct 10, 2023
BUY
$49.58 - $50.41 $2.15 Million - $2.19 Million
43,457 Added 43.4%
143,587 $7.22 Million
Q2 2023

Jul 13, 2023
BUY
$48.9 - $49.9 $4.9 Million - $5 Million
100,130 New
100,130 $5 Million

Others Institutions Holding LONZ

# of Institutions
33
Shares Held
5.63M
Call Options Held
0
Put Options Held
0
View Full List

About PIMCO ETF TR SR LN ACTIVE EXCH

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