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

Wealth Enhancement Advisory Services, LLC

  • $55.6 Billion
  • Q2 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 104,126 shares of ZROZ stock, worth $6.88 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
104,126
Previous 315,842 67.03%
Holding current value
$6.88 Million
Previous $22.3 Million 68.62%
% of portfolio
0.01%
Previous 0.05%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 10, 2025
SELL
$62.08 - $73.58 $13.1 Million - $15.6 Million
-211,716 Reduced 67.03%
104,126 $6.98 Million
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
151
Shares Held
11.2M
Call Options Held
147K
Put Options Held
147K
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 Wealth Enhancement Advisory Services, LLC Portfolio

Follow Wealth Enhancement Advisory Services, 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 Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email