Wealth Enhancement Advisory Services, LLC Pimco Energy & Tactical Credit Opportunities Fund Transaction History

Wealth Enhancement Advisory Services, LLC

$49 Billion
Q1 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Pimco Energy & Tactical Credit Opportunities Fund stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 20,938 shares of NRGX stock, worth $407,872. This represents 0.0% of its overall portfolio holdings.

Number of Shares

20,938

Previous 19,689 6.34%

Holding current value

$407,872

Previous $383,000 6.27%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	BUY	N/A	1,249 Added 6.34%	20,938 $407,000
Q4 2024 Mar 17, 2025	BUY	N/A	271 Added 1.4%	19,689 $383,000
Q4 2024 Jan 10, 2025	SELL	N/A	-1 Reduced 0.01%	19,418 $378,000
Q3 2024 Oct 23, 2024	BUY	N/A	287 Added 1.5%	19,419 $378,000
Q2 2024 Jul 16, 2024	BUY	N/A	432 Added 2.31%	19,132 $372,000
Q1 2024 Apr 15, 2024	BUY	$19.23 - $20.28 $3,884 - $4,096	202 Added 1.09%	18,700 $364,000
Q4 2023 Jan 30, 2024	BUY	$18.28 - $20.58 $127,813 - $143,895	6,992 Added 60.77%	18,498 $378,000
Q3 2023 Nov 13, 2023	BUY	$15.54 - $19.84 $178,803 - $228,279	11,506 New	11,506 $228,000

Others Institutions Holding NRGX

# of Institutions

Shares Held

25.3M

Call Options Held

Put Options Held

View Full List

About PIMCO Energy & Tactical Credit Opportunities Fund

Ticker NRGX
Exchange NYSE
Sector N/A
Industry N/A

More about NRGX

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Wealth Enhancement Advisory Services, LLC Pimco Energy & Tactical Credit Opportunities Fund Transaction History