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

Wcg Wealth Advisors LLC

  • $1.42 Billion
  • Q4 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 84,708 shares of ZROZ stock, worth $5.99 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
84,708
Previous 140,689 39.79%
Holding current value
$5.99 Million
Previous $11.6 Million 49.88%
% of portfolio
0.41%
Previous 0.78%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 18, 2025
SELL
$68.62 - $82.57 $3.84 Million - $4.62 Million
-55,981 Reduced 39.79%
84,708 $5.81 Million
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
153
Shares Held
10.7M
Call Options Held
120K
Put Options Held
156K
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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