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

Cassaday & CO Wealth Management LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	BUY	$62.08 - $73.58 $205,360 - $243,402	3,308 Added 9.74%	37,270 $2.5 Million
Q1 2025 May 05, 2025	BUY	$65.49 - $74.67 $654,900 - $746,700	10,000 Added 41.73%	33,962 $2.43 Million
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

152

11.9M

173K

188K

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