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Legacy Capital Wealth Partners’s PIMCO Senior Loan Active Exchange-Traded Fund LONZ Stock Holding History

Legacy Capital Wealth Partners’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
2025
Q2 		– Sell
-8,303
Closed -$418K – 382
2025
Q1 		$418K Buy
8,303
+162
+2% +$8.23K 0.1% 220
2024
Q4 		$416K Buy
+8,141
New +$417K 0.1% 208

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AWMS
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LPL Financial
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RWIA
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IA
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AI
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JP Morgan Chase
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Mariner
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