Wealth Enhancement Advisory Services, LLC Pimco ETF Tr 25+ Yr Zero Cpn U Transaction History

Wealth Enhancement Advisory Services, LLC

$49 Billion
Q1 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Pimco ETF Tr 25+ Yr Zero Cpn U stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 315,842 shares of ZROZ stock, worth $20.4 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

315,842

Previous 35,980 777.83%

Holding current value

$20.4 Million

Previous $2.47 Million 801.7%

% of portfolio

0.05%

Previous 0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	BUY	$65.49 - $74.67 $18.3 Million - $20.9 Million	279,862 Added 777.83%	315,842 $22.3 Million
Q4 2024 Mar 17, 2025	SELL	$68.62 - $82.57 $7.96 Million - $9.58 Million	-116,017 Reduced 76.33%	35,980 $2.47 Million
Q3 2024 Oct 23, 2024	BUY	$72.41 - $86.76 $1.45 Million - $1.74 Million	20,081 Added 15.22%	151,997 $12.5 Million
Q2 2024 Jul 16, 2024	BUY	$69.84 - $79.34 $9.21 Million - $10.5 Million	131,916 New	131,916 $9.91 Million
Q4 2023 Jan 30, 2024	SELL	$64.83 - $87.83 $7.67 Million - $10.4 Million	-118,307 Reduced 97.52%	3,012 $257,000
Q3 2023 Nov 13, 2023	BUY	$72.44 - $91.19 $8.79 Million - $11.1 Million	121,319 New	121,319 $8.82 Million

Others Institutions Holding ZROZ

# of Institutions

160

Shares Held

10.8M

Call Options Held

147K

Put Options Held

147K

View Full List

About PIMCO ETF TR 25+ YR ZERO CPN U

Ticker ZROZ
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Wealth Enhancement Advisory Services, LLC Pimco ETF Tr 25+ Yr Zero Cpn U Transaction History