Valtinson Bruner Financial Planning LLC Pimco ETF Tr 25+ Yr Zero Cpn U Transaction History

Valtinson Bruner Financial Planning LLC

  • $272 Million
  • Q3 2025

A detailed history of Valtinson Bruner Financial Planning LLC transactions in Pimco ETF Tr 25+ Yr Zero Cpn U stock. As of the latest transaction made, Valtinson Bruner Financial Planning LLC holds 47,485 shares of ZROZ stock, worth $3.18 Million. This represents 1.19% of its overall portfolio holdings.

Number of Shares
47,485
Previous 49,748 4.55%
Holding current value
$3.18 Million
Previous $3.34 Million 3.27%
% of portfolio
1.19%
Previous 1.3%

Shares

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

Nov 04, 2025
SELL
$62.57 - $69.12 $141,595 - $156,418
-2,263 Reduced 4.55%
47,485 $3.23 Million
Q2 2025

Aug 06, 2025
SELL
$62.08 - $73.58 $365,278 - $432,944
-5,884 Reduced 10.58%
49,748 $3.34 Million
Q1 2025

May 14, 2025
SELL
$65.49 - $74.67 $1.13 Million - $1.29 Million
-17,327 Reduced 23.75%
55,632 $3.98 Million
Q4 2024

Feb 10, 2025
BUY
$68.62 - $82.57 $5.01 Million - $6.02 Million
72,959 New
72,959 $5.01 Million

Others Institutions Holding ZROZ

# of Institutions
152
Shares Held
11.9M
Call Options Held
173K
Put Options Held
188K
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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