Advocacy Wealth Management Services, LLC PMBS Holdings History
Advocacy Wealth Management Services, LLC's PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund Holding Summary
As of 2025-03-31, Advocacy Wealth Management Services, LLC held 1.21 Mil shares of PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund(PMBS), totaling $59.53 Mil. This investment constitutes 4.05% of their stock portfolio, and Advocacy Wealth Management Services, LLC now holds 11.93% of the outstanding PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund(PMBS) stock.
The initial trade took place in 2025Q1. And since then Advocacy Wealth Management Services, LLC has made 1 purchases of PMBS, at an average price of $48.36, for a total of 1.21 Mil shares. Based on historical transaction data and PMBS's current price of $48.68, Advocacy Wealth Management Services, LLC's estimated gain on his PMBS holdings is $388,166.08, reflecting a 0.66% gain to date.
Advocacy Wealth Management Services, LLC PMBS ($48.68) Holding Chart
Advocacy Wealth Management Services, LLC PMBS ($48.68) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
