Waterway Wealth Management, LLC PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND Transaction History

Waterway Wealth Management, LLC

  • $331 Billion
  • Q2 2025
Number of Shares
625,339
Previous 576,080 8.55%
Holding current value
$16.6 Billion
Previous $15.2 Billion 9.32%
% of portfolio
5.02%
Previous 6.33%

Shares

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

Aug 14, 2025
BUY
N/A
49,259 Added 8.55%
625,339 $16.6 Billion
Q1 2025

May 08, 2025
BUY
N/A
310,164 Added 116.64%
576,080 $15.2 Billion
Q4 2024

Feb 05, 2025
BUY
N/A
26,496 Added 11.07%
265,916 $6.89 Billion
Q3 2024

Oct 21, 2024
BUY
N/A
239,420 New
239,420 $6.38 Billion
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