Back to WEALTH ENHANCEMENT ADVISORY SERVICES, LLC WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

LONZLONZ
12 quarters

Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLCWEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in PIMCO ETF TR

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 43,089 shares of LONZ (PIMCO ETF TR), worth $2.1M as of 2026-Q2. The position was increased (+6.8% shares). LONZ represents 0.0% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$2.1M

Current Shares

43,089

Total Value Change

-$39.5M

Total Shares Change

-783,368

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
43,089
+6.8%
$2.1M0.0%$48.96
28
2026-Q1
Decreased
40,357
-68.7%
$2M0.0%$47.94
0
2025-Q4
Decreased
129,009
-90.3%
$6.5M0.0%$48.07
0
2025-Q3
Decreased
1.3M
-1.6%
$67.8M0.1%$47.63
0
2025-Q2
Increased
1.4M
+0.5%
$69.1M0.1%$46.74
35
2025-Q1
Increased
1.4M
+3.2%
$68M0.1%$45.56
37
2024-Q4
Increased
1.3M
+0.7%
$66.9M0.1%$45.76
35
2024-Q3
Increased
1.3M
+25.6%
$66.5M0.1%$44.38
43
2024-Q2
Increased
1M
+8.6%
$53M0.1%$43.64
38
2024-Q1
Increased
953,438
+1.7%
$48.8M0.1%$42.84
36
2023-Q4
Increased
937,416
+13.4%
$47.3M0.1%$41.66
40
2023-Q3
New
826,457
-
$41.6M0.1%$40.43
48

Other major holders of LONZ: Allianz Asset Management GmbH

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