Johnson & White Wealth Management, LLC PIMCO ETF TR Transaction History

Johnson & White Wealth Management, LLC

  • $204 Million
  • Q3 2025
Number of Shares
254,024
Previous 215,188 18.05%
Holding current value
$0
Previous $5.71 Million 100.0%
% of portfolio
0.0%
Previous 2.88%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025
BUY
N/A
38,836 Added 18.05%
254,024 $0
Q2 2025

Jul 17, 2025
BUY
N/A
112,511 Added 109.58%
215,188 $5.71 Million
Q1 2025

Apr 10, 2025
BUY
N/A
102,677 New
102,677 $2.71 Million
Track This Portfolio

Track Johnson & White Wealth Management, LLC Portfolio

Follow Johnson & White Wealth Management, 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 Johnson & White Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Johnson & White Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email