CONSILIO WEALTH ADVISORS, LLC ZROZ Holdings History
CONSILIO WEALTH ADVISORS, LLC's PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund Holding Summary
As of 2025-03-31, CONSILIO WEALTH ADVISORS, LLC held 65,305.00 shares of PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund(ZROZ), totaling $4.68 Mil. This investment constitutes 1.95% of their stock portfolio, and CONSILIO WEALTH ADVISORS, LLC now holds 0.3% of the outstanding PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund(ZROZ) stock.
The initial trade took place in 2023Q1. And since then CONSILIO WEALTH ADVISORS, LLC has made 8 purchases of ZROZ, at an average price of $84.68, for a total of 68,507.00 shares. In addition, there have been 1 sales at an average price of $74.55 for 3,202.00 shares. Based on historical transaction data and ZROZ's current price of $65.94, CONSILIO WEALTH ADVISORS, LLC's estimated gain on his ZROZ holdings is $-1.26 Mil, reflecting a -21.66% gain to date.
CONSILIO WEALTH ADVISORS, LLC ZROZ ($65.94) Holding Chart
CONSILIO WEALTH ADVISORS, LLC ZROZ ($65.94) 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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