Number of Shares
66,835.00
Current Holdings Value*
$6.30 Mil
% of Portfolio
3.73%
Total Estimate Gain
$-5,089.32
% of Total Estimate Gain
-0.08%

Aevitas Wealth Management, Inc.'s PIMCO Enhanced Low Duration Active Exchange-Traded Fund Holding Summary

As of 2022-12-31, Aevitas Wealth Management, Inc. held 66,835.00 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund(LDUR), totaling $6.30 Mil. This investment constitutes 3.73% of their stock portfolio, and Aevitas Wealth Management, Inc. now holds 0.46% of the outstanding PIMCO Enhanced Low Duration Active Exchange-Traded Fund(LDUR) stock.

The initial trade took place in 2022Q1. And since then Aevitas Wealth Management, Inc. has made 4 purchases of LDUR, at an average price of $95.74, for a total of 66,835.00 shares. Based on historical transaction data and LDUR's current price of $95.66, Aevitas Wealth Management, Inc.'s estimated gain on his LDUR holdings is $-5,089.32, reflecting a -0.08% gain to date.

Aevitas Wealth Management, Inc. LDUR ($95.66) Holding Chart

Aevitas Wealth Management, Inc. LDUR ($95.66) 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 %

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