Wcg Wealth Advisors LLC Pimco ETF Tr 25+ Yr Zero Cpn U Transaction History

Wcg Wealth Advisors LLC

  • $1.48 Billion
  • Q3 2024

A detailed history of Wcg Wealth Advisors LLC transactions in Pimco ETF Tr 25+ Yr Zero Cpn U stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 140,689 shares of ZROZ stock, worth $9.98 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares
140,689
Previous 157,317 10.57%
Holding current value
$9.98 Million
Previous $11.8 Million 1.84%
% of portfolio
0.78%
Previous 0.87%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
SELL
$72.41 - $86.76 $1.2 Million - $1.44 Million
-16,628 Reduced 10.57%
140,689 $11.6 Million
Q2 2024

Aug 12, 2024
BUY
$69.84 - $79.34 $2.31 Million - $2.62 Million
33,062 Added 26.61%
157,317 $11.8 Million
Q1 2024

May 13, 2024
SELL
$75.85 - $84.7 $971,562 - $1.08 Million
-12,809 Reduced 9.35%
124,255 $9.85 Million
Q4 2023

Feb 08, 2024
SELL
$64.83 - $87.83 $468,526 - $634,747
-7,227 Reduced 5.01%
137,064 $11.7 Million
Q3 2023

Nov 09, 2023
BUY
$72.44 - $91.19 $10.5 Million - $13.2 Million
144,291 New
144,291 $10.8 Million

Others Institutions Holding ZROZ

# of Institutions
148
Shares Held
9.31M
Call Options Held
209K
Put Options Held
483K
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
Track This Portfolio

Track Wcg Wealth Advisors LLC Portfolio

Follow Wcg Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wcg Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wcg Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email