Acorn Wealth Advisors, LLC Pimco ETF Tr Sr Ln Active Exch Transaction History

Acorn Wealth Advisors, LLC

$293 Million
Q3 2025

A detailed history of Acorn Wealth Advisors, LLC transactions in Pimco ETF Tr Sr Ln Active Exch stock. As of the latest transaction made, Acorn Wealth Advisors, LLC holds 5,968 shares of LONZ stock, worth $301,204. This represents 0.1% of its overall portfolio holdings.

Number of Shares

5,968

Previous 6,196 3.68%

Holding current value

$301,204

Previous $315,000 3.49%

% of portfolio

0.1%

Previous 0.13%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 31, 2025	SELL	$50.7 - $51.11 $11,559 - $11,653	-228 Reduced 3.68%	5,968 $304,000
Q2 2025 Aug 13, 2025	SELL	$48.48 - $50.99 $9,259 - $9,739	-191 Reduced 2.99%	6,196 $315,000
Q1 2025 May 01, 2025	SELL	$50.21 - $51.23 $11,046 - $11,270	-220 Reduced 3.33%	6,387 $321,000
Q4 2024 Feb 04, 2025	SELL	$50.81 - $51.59 $2,134 - $2,166	-42 Reduced 0.63%	6,607 $337,000
Q3 2024 Nov 13, 2024	BUY	$50.28 - $51.29 $39,419 - $40,211	784 Added 13.37%	6,649 $340,000

Q2 2024 Jul 30, 2024	BUY	$50.92 - $51.46 $17,261 - $17,444	339 Added 6.13%	5,865 $299,000
Q1 2024 Apr 26, 2024	BUY	$50.17 - $51.17 $9,833 - $10,029	196 Added 3.68%	5,526 $282,000
Q4 2023 Feb 07, 2024	BUY	$49.47 - $50.78 $51,547 - $52,912	1,042 Added 24.3%	5,330 $269,000
Q3 2023 Nov 07, 2023	BUY	$49.58 - $50.41 $212,599 - $216,158	4,288 New	4,288 $215,000

Others Institutions Holding LONZ

# of Institutions

Shares Held

9.51M

Call Options Held

Put Options Held

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About PIMCO ETF TR SR LN ACTIVE EXCH

Ticker LONZ
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Acorn Wealth Advisors, LLC Pimco ETF Tr Sr Ln Active Exch Transaction History