Heritage Wealth Partners, LLC Pimco ETF Tr 25+ Yr Zero Cpn U Transaction History

Heritage Wealth Partners, LLC

  • $85 Billion
  • Q3 2024

A detailed history of Heritage Wealth Partners, LLC transactions in Pimco ETF Tr 25+ Yr Zero Cpn U stock. As of the latest transaction made, Heritage Wealth Partners, LLC holds 76,685 shares of ZROZ stock, worth $5.85 Million. This represents 7.43% of its overall portfolio holdings.

Number of Shares
76,685
Holding current value
$5.85 Million
% of portfolio
7.43%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024
BUY
$72.41 - $86.76 $5.55 Million - $6.65 Million
76,685 New
76,685 $6.32 Billion
Q4 2022

Feb 10, 2023
BUY
$78.17 - $101.71 $192,141 - $250,003
2,458 New
2,458 $210 Million

Others Institutions Holding ZROZ

# of Institutions
135
Shares Held
8.4M
Call Options Held
134K
Put Options Held
148K
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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