Foundations Investment Advisors, LLC Pimco ETF Tr 25+ Yr Zero Cpn U Transaction History

Foundations Investment Advisors, LLC

  • $4.87 Billion
  • Q4 2024

A detailed history of Foundations Investment Advisors, LLC transactions in Pimco ETF Tr 25+ Yr Zero Cpn U stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 14,566 shares of ZROZ stock, worth $1.02 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
14,566
Previous 63,134 76.93%
Holding current value
$1.02 Million
Previous $5.2 Million 80.8%
% of portfolio
0.02%
Previous 0.12%

Shares

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

Jan 22, 2025
SELL
$68.62 - $82.57 $3.33 Million - $4.01 Million
-48,568 Reduced 76.93%
14,566 $999,000
Q3 2024

Oct 21, 2024
BUY
$72.41 - $86.76 $4.22 Million - $5.06 Million
58,348 Added 1219.14%
63,134 $5.2 Million
Q2 2024

Aug 02, 2024
BUY
$69.84 - $79.34 $17,669 - $20,073
253 Added 5.58%
4,786 $359,000
Q1 2024

May 13, 2024
BUY
$75.85 - $84.7 $18,204 - $20,328
240 Added 5.59%
4,533 $359,000
Q4 2023

Feb 08, 2024
BUY
$64.83 - $87.83 $278,315 - $377,054
4,293 New
4,293 $366,000
Q3 2021

Oct 13, 2021
SELL
$144.66 - $156.36 $207,876 - $224,689
-1,437 Closed
0 $0
Q2 2021

Jul 14, 2021
SELL
$131.72 - $147.73 $9,483 - $10,636
-72 Reduced 4.77%
1,437 $213,000
Q4 2020

Jan 13, 2021
SELL
$159.33 - $171.52 $3,345 - $3,601
-21 Reduced 1.37%
1,509 $232,000
Q3 2020

Oct 07, 2020
SELL
$168.57 - $184.99 $98,107 - $107,664
-582 Reduced 27.56%
1,530 $260,000
Q2 2020

Jul 08, 2020
BUY
$161.0 - $186.21 $26,565 - $30,724
165 Added 8.47%
2,112 $364,000
Q1 2020

Apr 06, 2020
BUY
$135.0 - $189.98 $262,845 - $369,891
1,947 New
1,947 $346,000

Others Institutions Holding ZROZ

# of Institutions
155
Shares Held
10.6M
Call Options Held
120K
Put Options Held
156K
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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