Summit Investment Advisory Services, LLC PIMCO ETF TR Transaction History

Summit Investment Advisory Services, LLC

  • $251 Billion
  • Q3 2025
Number of Shares
42,622
Previous 25,794 65.24%
Holding current value
$1.14 Billion
Previous $685 Million 67.11%
% of portfolio
0.46%
Previous 0.3%

Shares

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

Nov 07, 2025
BUY
N/A
16,828 Added 65.24%
42,622 $1.14 Billion
Q3 2025

Nov 03, 2025
BUY
N/A
25,794 New
25,794 $685 Million
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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