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Get Institutions for : 
Pimco ETF Trust (ZROZ)  
$75.37 1.74 (2.36%) as of 4:30 Wed 5/15


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 111    0
Total shares held : 
 6,028,977  
% of shares held : 
 23.92%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   21  
Amount of shares held : 
 457,309  
% of shares held change : 
   1.81%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $70.31  
Last Quarter's Ending Price : 
 $85.33  
Last Quarter's Average Price : 
 $74.55  
Change from last quarter's     
avg. price to the last closing  : 
0.82 (1.1%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
24
 787,604
 13.06%
 
Increased Positions :
45
 1,585,032
 26.29%
 
Unchanged Positions :
18
 36,896
 0.61%
 
Decreased Positions :
24
-1,726,345
-28.63%
 
Closed Positions :
24
-188,982
-3.13%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Cassaday & Co Wealth Management LLC 87 - 2024-03-31 15,225 $1,207,000 0
   SINECERA CAPITAL LLC 14 - 2024-03-31 14,539 $1,152,000 0
   DELPHI FINANCIAL GROUP INC/DE 17 - 2024-03-31 10,980 $870,000 0
   CWA Asset Management Group LLC 214 - 2023-12-31 7,710 $658,000 0
   Merit Financial Group LLC 761 - 2024-03-31 3,500 $253,000 0
   Spire Wealth Management 906 - 2024-03-31 1,704 $135,000 0
   TUCKER ASSET MANAGEMENT LLC 151 - 2023-12-31 1,155 $99,000 0
   BALDWIN BROTHERS INC/MA 392 - 2024-03-31 500 $40,000 0
   Parallel Advisors LLC 1647 - 2024-03-31 450 $36,000 0
   Ambassador Advisors LLC 204 - 2023-12-31 389 $30,000 0
   HANSON MCCLAIN, INC. 1838 - 2024-03-31 220 $17,000 0
   HARBOR INVESTMENT ADVISORY LLC 793 - 2024-03-31 176 $14,000 0
   Pacifica Partners Inc. 383 - 2024-03-31 100 $8,000 0
   Qube Research & Technologies Ltd 3296 - 2023-12-31 62 $5,000 0
   Bogart Wealth LLC 784 - 2024-03-31 51 $4,000 0
   Avondale Wealth Management 119 - 2024-03-31 23 $2,000 0
   BANK OF MONTREAL /CAN/ 3293 - 2023-12-31 15 $1,000 0
   PROEQUITIES INC. 3516 - 2024-03-31 0 $0 0
  18 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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