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

Transform Wealth, LLC

$1.6 Billion
Q1 2025

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 193,456 shares of LONZ stock, worth $9.82 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares

193,456

Previous 204,203 5.26%

Holding current value

$9.82 Million

Previous $10.4 Million 6.45%

% of portfolio

0.61%

Previous 0.6%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 15, 2025	SELL	$50.21 - $51.23 $539,606 - $550,568	-10,747 Reduced 5.26%	193,456 $9.76 Million
Q4 2024 Jan 16, 2025	BUY	$50.81 - $51.59 $8.08 Million - $8.2 Million	159,005 Added 351.8%	204,203 $10.4 Million
Q3 2024 Oct 15, 2024	BUY	$50.28 - $51.29 $1.11 Million - $1.13 Million	22,097 Added 95.65%	45,198 $2.31 Million
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

Shares Held

12.7M

Call Options Held

Put Options Held

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About PIMCO ETF TR SR LN ACTIVE EXCH

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