Life Goal Wealth Advisors PIMCO ETF TR Transaction History

Life Goal Wealth Advisors

  • $150 Billion
  • Q4 2025
Number of Shares
227,666
Previous 152,496 49.29%
Holding current value
$6.11 Billion
Previous $4.09 Billion 49.2%
% of portfolio
4.07%
Previous 3.4%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 15, 2026
BUY
N/A
75,170 Added 49.29%
227,666 $6.11 Billion
Q3 2025

Nov 24, 2025
BUY
N/A
17,895 Added 13.29%
152,496 $4.09 Billion
Q2 2025

Jul 17, 2025
BUY
N/A
33,662 Added 33.35%
134,601 $3.57 Billion
Q1 2025

Apr 21, 2025
BUY
N/A
62,372 Added 161.72%
100,939 $2.66 Billion
Q4 2024

Feb 04, 2025
BUY
N/A
38,567 New
38,567 $1 Billion
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