Wealth Enhancement Advisory Services, LLC Pimco ETF Tr Sr Ln Active Exch 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 Sr Ln Active Exch stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 1,299,907 shares of LONZ stock, worth $66.9 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

1,299,907

Previous 1,035,089 25.58%

Holding current value

$66.9 Million

Previous $52.9 Million 25.56%

% of portfolio

0.15%

Previous 0.13%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	BUY	$50.28 - $51.29 $13.3 Million - $13.6 Million	264,818 Added 25.58%	1,299,907 $66.5 Million
Q2 2024 Jul 16, 2024	BUY	$50.92 - $51.46 $4.16 Million - $4.2 Million	81,651 Added 8.56%	1,035,089 $52.9 Million
Q1 2024 Apr 15, 2024	BUY	$50.17 - $51.17 $803,823 - $819,845	16,022 Added 1.71%	953,438 $48.8 Million
Q4 2023 Jan 30, 2024	BUY	$49.47 - $50.78 $5.49 Million - $5.63 Million	110,959 Added 13.43%	937,416 $47.3 Million
Q3 2023 Nov 13, 2023	BUY	$49.58 - $50.41 $41 Million - $41.7 Million	826,457 New	826,457 $41.6 Million

Others Institutions Holding LONZ

# of Institutions

Shares Held

9.7M

Call Options Held

Put Options Held

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About PIMCO ETF TR SR LN ACTIVE EXCH

Ticker LONZ
Sector ETFs
Industry ETFs

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Wealth Enhancement Advisory Services, LLC Pimco ETF Tr Sr Ln Active Exch Transaction History