West Financial Advisors, LLC Pimco ETF Tr 1 5 Yr High Yield Transaction History

West Financial Advisors, LLC

  • $518 Million
  • Q4 2024

A detailed history of West Financial Advisors, LLC transactions in Pimco ETF Tr 1 5 Yr High Yield stock. As of the latest transaction made, West Financial Advisors, LLC holds 140,353 shares of HYS stock, worth $13.3 Million. This represents 2.54% of its overall portfolio holdings.

Number of Shares
140,353
Previous 138,688 1.2%
Holding current value
$13.3 Million
Previous $13.2 Million 0.72%
% of portfolio
2.54%
Previous 2.56%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
BUY
$93.52 - $95.37 $155,710 - $158,791
1,665 Added 1.2%
140,353 $13.1 Million
Q3 2024

Oct 08, 2024
BUY
$92.1 - $95.52 $6.39 Million - $6.63 Million
69,408 Added 100.18%
138,688 $13.2 Million
Q2 2024

Jul 15, 2024
BUY
$91.3 - $93.01 $317,267 - $323,209
3,475 Added 5.28%
69,280 $6.42 Million
Q1 2024

Apr 11, 2024
BUY
$92.43 - $93.71 $120,436 - $122,104
1,303 Added 2.02%
65,805 $6.15 Million
Q4 2023

Jan 11, 2024
BUY
$88.33 - $94.23 $5.7 Million - $6.08 Million
64,502 New
64,502 $6 Million

Others Institutions Holding HYS

# of Institutions
247
Shares Held
9.3M
Call Options Held
0
Put Options Held
0
View Full List

About PIMCO ETF TR 1-5 YR HIGH YIELD

HYS Quotes by TradingView
  • Ticker HYS
  • Sector ETFs
  • Industry ETFs
More about HYS
Track This Portfolio

Track West Financial Advisors, LLC Portfolio

Follow West Financial Advisors, 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 West Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on West Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email