Orba Wealth Advisors, L.L.C. PIMCO ETF TR Transaction History

Orba Wealth Advisors, L.L.C.

  • $198 Billion
  • Q1 2025
Number of Shares
131,079
Previous 114,866 14.11%
Holding current value
$3.45 Billion
Previous $2.98 Billion 16.01%
% of portfolio
1.74%
Previous 1.56%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025
BUY
N/A
16,213 Added 14.11%
131,079 $3.45 Billion
Q4 2024

Feb 04, 2025
BUY
N/A
697 Added 0.61%
114,866 $2.98 Billion
Q3 2024

Oct 09, 2024
BUY
N/A
114,169 New
114,169 $3.04 Billion
Track This Portfolio

Track Orba Wealth Advisors, L.L.C. Portfolio

Follow Orba Wealth Advisors, L.L.C. 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 Orba Wealth Advisors, L.L.C., based on Form 13F filings with the SEC.

News

Stay updated on Orba Wealth Advisors, L.L.C. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email