Atlas Financial Advisors, Inc. ZROZ Holdings History
Atlas Financial Advisors, Inc.'s PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund Holding Summary
As of 2024-12-31, Atlas Financial Advisors, Inc. held 95,284.00 shares of PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund(ZROZ), totaling $6.54 Mil. This investment constitutes 10.21% of their stock portfolio, and Atlas Financial Advisors, Inc. now holds 0.43% of the outstanding PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund(ZROZ) stock.
The initial trade took place in 2022Q1. And since then Atlas Financial Advisors, Inc. has made 5 purchases of ZROZ, at an average price of $107.09, for a total of 309,371.00 shares. In addition, there have been 7 sales at an average price of $79.35 for 214,087.00 shares. Based on historical transaction data and ZROZ's current price of $63.62, Atlas Financial Advisors, Inc.'s estimated gain on his ZROZ holdings is $-10.08 Mil, reflecting a -30.42% gain to date.
Atlas Financial Advisors, Inc. ZROZ ($63.62) Holding Chart
Atlas Financial Advisors, Inc. ZROZ ($63.62) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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