Ae Wealth Management LLC Pimco ETF Tr Sr Ln Active Exch Transaction History

Ae Wealth Management LLC

$13.5 Billion
Q3 2025

A detailed history of Ae Wealth Management LLC transactions in Pimco ETF Tr Sr Ln Active Exch stock. As of the latest transaction made, Ae Wealth Management LLC holds 15,648 shares of LONZ stock, worth $789,754. This represents 0.01% of its overall portfolio holdings.

Number of Shares

15,648

Previous 35,032 55.33%

Holding current value

$789,754

Previous $1.79 Million 55.26%

% of portfolio

0.01%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	SELL	$50.7 - $51.11 $982,768 - $990,716	-19,384 Reduced 55.33%	15,648 $799,000
Q2 2025 Aug 06, 2025	SELL	$48.48 - $50.99 $11,732 - $12,339	-242 Reduced 0.69%	35,032 $1.79 Million
Q1 2025 May 06, 2025	BUY	$50.21 - $51.23 $63,816 - $65,113	1,271 Added 3.74%	35,274 $1.78 Million
Q4 2024 Feb 13, 2025	BUY	$50.81 - $51.59 $1.23 Million - $1.25 Million	24,208 Added 247.15%	34,003 $1.74 Million
Q3 2024 Nov 14, 2024	BUY	$50.28 - $51.29 $101,465 - $103,503	2,018 Added 25.95%	9,795 $500,000

Q2 2024 Aug 12, 2024	BUY	$50.92 - $51.46 $396,004 - $400,204	7,777 New	7,777 $397,000
Q2 2023 Jul 10, 2023	BUY	$48.9 - $49.9 $323,718 - $330,338	6,620 New	6,620 $330,000

Others Institutions Holding LONZ

# of Institutions

Shares Held

10.7M

Call Options Held

Put Options Held

View Full List

About PIMCO ETF TR SR LN ACTIVE EXCH

Ticker LONZ
Sector ETFs
Industry ETFs

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Ae Wealth Management LLC Pimco ETF Tr Sr Ln Active Exch Transaction History