Cassaday & CO Wealth Management LLC Pimco ETF Tr 25+ Yr Zero Cpn U Transaction History

Cassaday & CO Wealth Management LLC

  • $3.66 Billion
  • Q4 2024

A detailed history of Cassaday & CO Wealth Management LLC transactions in Pimco ETF Tr 25+ Yr Zero Cpn U stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 23,962 shares of ZROZ stock, worth $1.69 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
23,962
Previous 15,225 57.39%
Holding current value
$1.69 Million
Previous $1.25 Million 31.1%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Feb 03, 2025
BUY
$68.62 - $82.57 $599,532 - $721,414
8,737 Added 57.39%
23,962 $1.64 Million
Q4 2023

Feb 09, 2024
BUY
$64.83 - $87.83 $987,036 - $1.34 Million
15,225 New
15,225 $1.3 Million

Others Institutions Holding ZROZ

# of Institutions
152
Shares Held
9.27M
Call Options Held
209K
Put Options Held
483K
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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