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

Transform Wealth’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 Q1	$9.75M	Sell
2024 Q4	$10.5M	Buy
2024 Q3	$2.31M	Buy
2024 Q2	$1.18M	Sell
2024 Q1	$1.25M	Sell
2023 Q4	$1.64M	Sell
2023 Q3	$7.22M	Buy
2023 Q2	$5M	Buy