Crestmont Private Wealth LLC PIMCO ETF TR Transaction History

Crestmont Private Wealth LLC

  • $303 Billion
  • Q3 2025
Number of Shares
1,124,290
Previous 1,089,199 3.22%
Holding current value
$30.2 Billion
Previous $28.9 Billion 4.39%
% of portfolio
9.97%
Previous 10.45%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
N/A
35,091 Added 3.22%
1,124,290 $30.2 Billion
Q2 2025

Aug 13, 2025
BUY
N/A
9,490 Added 0.88%
1,089,199 $28.9 Billion
Q1 2025

Apr 10, 2025
BUY
N/A
653,726 Added 153.46%
1,079,709 $28.5 Billion
Q4 2024

Jan 14, 2025
BUY
N/A
16,243 Added 3.96%
425,983 $11 Billion
Q3 2024

Oct 10, 2024
BUY
N/A
25,810 Added 6.72%
409,740 $10.9 Billion
Q2 2024

Jul 15, 2024
BUY
N/A
383,930 New
383,930 $9.84 Billion
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