Wcg Wealth Advisors LLC Pimco Active Bond Exchange Tra Transaction History

Wcg Wealth Advisors LLC

$1.48 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 13, 2024	SELL	$90.6 - $92.67 $1.22 Million - $1.25 Million	-13,485 Reduced 5.49%	231,999 $21.3 Million
Q4 2023 Feb 08, 2024	SELL	$85.36 - $93.18 $2.31 Million - $2.52 Million	-27,006 Reduced 9.91%	245,484 $22.7 Million
Q3 2023 Nov 09, 2023	BUY	$87.73 - $91.9 $954,239 - $999,596	10,877 Added 4.16%	272,490 $24.2 Million
Q2 2023 Aug 14, 2023	BUY	$90.82 - $93.46 $5.66 Million - $5.83 Million	62,362 Added 31.3%	261,613 $24 Million
Q1 2023 May 15, 2023	SELL	$90.4 - $94.23 $13,379 - $13,946	-148 Reduced 0.07%	199,251 $18.5 Million
Q4 2022 Feb 14, 2023	BUY	$87.0 - $92.92 $368,445 - $393,516	4,235 Added 2.17%	199,399 $18 Million
Q3 2022 Nov 14, 2022	BUY	$89.53 - $97.51 $655,359 - $713,773	7,320 Added 3.9%	195,164 $17.5 Million
Q2 2022 Aug 23, 2022	SELL	$93.11 - $101.59 $6.31 Million - $6.88 Million	-67,760 Reduced 26.51%	187,844 $17.9 Million
Q2 2022 Aug 15, 2022	BUY	$93.11 - $101.59 $23.8 Million - $26 Million	255,604 New	255,604 $21.6 Million

Others Institutions Holding BOND

# of Institutions

449

Shares Held

39.9M

Call Options Held

0

Put Options Held

0

About PIMCO ACTIVE BOND EXCHANGE TRA

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