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

Wealth Enhancement Advisory Services, LLC

  • $44.5 Billion
  • Q3 2024

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 151,997 shares of ZROZ stock, worth $11.2 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
151,997
Previous 131,916 15.22%
Holding current value
$11.2 Million
Previous $9.91 Million 26.47%
% of portfolio
0.03%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
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
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