Summit Investment Advisory Services, LLC PIMCO ETF TR Transaction History

Summit Investment Advisory Services, LLC

  • $204 Billion
  • Q1 2025
Number of Shares
14,350
Previous 11,706 22.59%
Holding current value
$378 Million
Previous $303 Million 24.62%
% of portfolio
0.19%
Previous 0.16%

Shares

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

Apr 11, 2025
BUY
N/A
2,644 Added 22.59%
14,350 $378 Million
Q4 2024

Jan 21, 2025
BUY
N/A
4,147 Added 54.86%
11,706 $303 Million
Q3 2024

Oct 16, 2024
BUY
N/A
7,559 New
7,559 $201 Million
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