Iht Wealth Management, LLC Pimco ETF Tr 25+ Yr Zero Cpn U Transaction History

Iht Wealth Management, LLC

  • $2.99 Billion
  • Q4 2024

A detailed history of Iht Wealth Management, LLC transactions in Pimco ETF Tr 25+ Yr Zero Cpn U stock. As of the latest transaction made, Iht Wealth Management, LLC holds 82,844 shares of ZROZ stock, worth $5.84 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
82,844
Previous 84,580 2.05%
Holding current value
$5.84 Million
Previous $6.97 Million 18.46%
% of portfolio
0.19%
Previous 0.2%

Shares

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

Feb 14, 2025
SELL
$68.62 - $82.57 $119,124 - $143,341
-1,736 Reduced 2.05%
82,844 $5.68 Million
Q3 2024

Nov 14, 2024
BUY
$72.41 - $86.76 $6.12 Million - $7.34 Million
84,580 New
84,580 $6.97 Million
Q1 2024

May 15, 2024
BUY
$75.85 - $84.7 $3.3 Million - $3.68 Million
43,478 Added 473.62%
52,658 $4.17 Million
Q4 2023

Feb 14, 2024
BUY
$64.83 - $87.83 $150,146 - $203,414
2,316 Added 33.74%
9,180 $783,000
Q3 2023

Nov 14, 2023
SELL
$72.44 - $91.19 $4.69 Million - $5.91 Million
-64,774 Reduced 90.42%
6,864 $499,000
Q2 2023

Aug 14, 2023
BUY
$87.31 - $97.73 $6.25 Million - $7 Million
71,638 New
71,638 $6.59 Million

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
Track This Portfolio

Track Iht Wealth Management, LLC Portfolio

Follow Iht Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Iht Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iht Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email