AWA
LONZ icon

Authentikos Wealth Advisory’s PIMCO Senior Loan Active Exchange-Traded Fund LONZ Stock Holding History

Authentikos Wealth Advisory’s Portfolio LONZ Stock Details LONZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-592
Closed -$30.3K – 132
2024
Q3 		$30.3K Buy
+592
New +$30.2K 0.03% 129

Other funds holding LONZ

Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
RWIA
Roger Wittlin Investment Advisory San Francisco, California $127M AUM 18.93% 1-Year Est. Return

Authentikos Wealth Advisory's LONZ Position: Q4 2024 in Review

Authentikos Wealth Advisory sold out of PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) in Q4 2024, closing a stake of 592 shares — an estimated $30.3K sold.

Authentikos Wealth Advisory first reported a position in LONZ in Q3 2024 and held it in 1 quarter. The position peaked at $30.3K in Q3 2024. 80 funds tracked by Wall St. Rank hold LONZ as of Q4 2024.

  • Authentikos Wealth Advisory reported no remaining PIMCO Senior Loan Active Exchange-Traded Fund position as of Q4 2024 after selling out during the quarter.
  • Authentikos Wealth Advisory sold 592 PIMCO Senior Loan Active Exchange-Traded Fund shares in Q4 2024, an estimated $30.3K.
  • Authentikos Wealth Advisory first reported a position in PIMCO Senior Loan Active Exchange-Traded Fund in Q3 2024 and held it in 1 quarter.
  • Authentikos Wealth Advisory's PIMCO Senior Loan Active Exchange-Traded Fund position peaked at $30.3K in Q3 2024.
  • 80 funds tracked by Wall St. Rank held PIMCO Senior Loan Active Exchange-Traded Fund as of Q4 2024.

Based on Authentikos Wealth Advisory's 13F filing for Q4 2024, filed 29 Jan 2025.