Number of Shares
91,042.00
Current Holdings Value*
$4.66 Mil
% of Portfolio
2.85%
Total Estimate Gain
$126,387.04
% of Total Estimate Gain
2.76%

LifePro Asset Management's PIMCO Senior Loan Active ExchangeTraded Fund Holding Summary

As of 2024-09-30, LifePro Asset Management held 91,042.00 shares of PIMCO Senior Loan Active ExchangeTraded Fund(LONZ), totaling $4.66 Mil. This investment constitutes 2.85% of their stock portfolio, and LifePro Asset Management now holds 1.2% of the outstanding PIMCO Senior Loan Active ExchangeTraded Fund(LONZ) stock.

The initial trade took place in 2022Q4. And since then LifePro Asset Management has made 6 purchases of LONZ, at an average price of $49.67, for a total of 92,178.00 shares. In addition, there have been 1 sales at an average price of $51.15 for 1,136.00 shares. Based on historical transaction data and LONZ's current price of $51.04, LifePro Asset Management's estimated gain on his LONZ holdings is $126,387.04, reflecting a 2.76% gain to date.

LifePro Asset Management LONZ ($51.04) Holding Chart

LifePro Asset Management LONZ ($51.04) 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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