Number of Shares
3.01 Mil
Current Holdings Value*
$79.35 Mil
% of Portfolio
5.4%
Total Estimate Gain
$629,673.64
% of Total Estimate Gain
0.80%

Advocacy Wealth Management Services, LLC's PIMCO Multisector Bond Active Exchange-Traded Fund Holding Summary

As of 2025-03-31, Advocacy Wealth Management Services, LLC held 3.01 Mil shares of PIMCO Multisector Bond Active Exchange-Traded Fund(PYLD), totaling $79.35 Mil. This investment constitutes 5.4% of their stock portfolio, and Advocacy Wealth Management Services, LLC now holds 1.63% of the outstanding PIMCO Multisector Bond Active Exchange-Traded Fund(PYLD) stock.

The initial trade took place in 2024Q3. And since then Advocacy Wealth Management Services, LLC has made 3 purchases of PYLD, at an average price of $26.17, for a total of 3.01 Mil shares. Based on historical transaction data and PYLD's current price of $26.38, Advocacy Wealth Management Services, LLC's estimated gain on his PYLD holdings is $629,673.64, reflecting a 0.80% gain to date.

Advocacy Wealth Management Services, LLC PYLD ($26.38) Holding Chart

Advocacy Wealth Management Services, LLC PYLD ($26.38) 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