Valtinson Bruner Financial Planning LLC Pimco ETF Tr 25+ Yr Zero Cpn U Transaction History

Valtinson Bruner Financial Planning LLC

  • $239 Million
  • Q1 2025

A detailed history of Valtinson Bruner Financial Planning LLC transactions in Pimco ETF Tr 25+ Yr Zero Cpn U stock. As of the latest transaction made, Valtinson Bruner Financial Planning LLC holds 55,632 shares of ZROZ stock, worth $3.82 Million. This represents 1.67% of its overall portfolio holdings.

Number of Shares
55,632
Previous 72,959 23.75%
Holding current value
$3.82 Million
Previous $5.01 Million 20.42%
% of portfolio
1.67%
Previous 2.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
SELL
$65.49 - $74.67 $1.13 Million - $1.29 Million
-17,327 Reduced 23.75%
55,632 $3.98 Million
Q4 2024

Feb 10, 2025
BUY
$68.62 - $82.57 $5.01 Million - $6.02 Million
72,959 New
72,959 $5.01 Million

Others Institutions Holding ZROZ

# of Institutions
159
Shares Held
10.8M
Call Options Held
147K
Put Options Held
147K
View Full List

About PIMCO ETF TR 25+ YR ZERO CPN U

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