Advocacy Wealth Management Services, LLC Pimco ETF Tr Sr Ln Active Exch Transaction History

Advocacy Wealth Management Services, LLC

  • $1.22 Billion
  • Q4 2024

A detailed history of Advocacy Wealth Management Services, LLC transactions in Pimco ETF Tr Sr Ln Active Exch stock. As of the latest transaction made, Advocacy Wealth Management Services, LLC holds 729,403 shares of LONZ stock, worth $37 Million. This represents 3.05% of its overall portfolio holdings.

Number of Shares
729,403
Previous 718,799 1.48%
Holding current value
$37 Million
Previous $36.8 Million 1.4%
% of portfolio
3.05%
Previous 3.15%

Shares

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

Feb 14, 2025
BUY
$50.81 - $51.59 $538,789 - $547,060
10,604 Added 1.48%
729,403 $37.3 Million
Q3 2024

Oct 31, 2024
SELL
$50.28 - $51.29 $660,679 - $673,950
-13,140 Reduced 1.8%
718,799 $36.8 Million
Q2 2024

Jul 10, 2024
BUY
$50.92 - $51.46 $55,095 - $55,679
1,082 Added 0.15%
731,939 $37.4 Million
Q1 2024

Apr 15, 2024
BUY
$50.17 - $51.17 $3.01 Million - $3.07 Million
59,956 Added 8.94%
730,857 $37.4 Million
Q4 2023

Jan 23, 2024
BUY
$49.47 - $50.78 $7.38 Million - $7.57 Million
149,100 Added 28.57%
670,901 $33.9 Million
Q3 2023

Oct 26, 2023
SELL
$49.58 - $50.41 $23.6 Million - $24 Million
-475,584 Reduced 47.68%
521,801 $26.2 Million
Q2 2023

Jul 20, 2023
BUY
$48.9 - $49.9 $2.37 Million - $2.42 Million
48,529 Added 5.11%
997,385 $49.8 Million
Q1 2023

Apr 14, 2023
BUY
$48.8 - $50.08 $2.9 Million - $2.98 Million
59,479 Added 6.69%
948,856 $46.9 Million
Q4 2022

Jan 27, 2023
BUY
$48.36 - $49.29 $2.76 Million - $2.82 Million
57,149 Added 6.87%
889,377 $0
Q3 2022

Oct 06, 2022
BUY
$48.07 - $50.69 $40 Million - $42.2 Million
832,228 New
832,228 $40.6 Million

Others Institutions Holding LONZ

# of Institutions
83
Shares Held
14.7M
Call Options Held
0
Put Options Held
0
View Full List

About PIMCO ETF TR SR LN ACTIVE EXCH

LONZ Quotes by TradingView
  • Ticker LONZ
  • Sector ETFs
  • Industry ETFs
More about LONZ
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