Number of Shares
40,594.00
Current Holdings Value*
$4.08 Mil
% of Portfolio
1.98%
Total Estimate Gain
$-282,752.83
% of Total Estimate Gain
-0.85%

Benchmark Wealth Management, LLC's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund Holding Summary

As of 2025-03-31, Benchmark Wealth Management, LLC held 40,594.00 shares of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund(MINT), totaling $4.08 Mil. This investment constitutes 1.98% of their stock portfolio, and Benchmark Wealth Management, LLC now holds 0.03% of the outstanding PIMCO Enhanced Short Maturity Active Exchange-Traded Fund(MINT) stock.

The initial trade took place in 2019Q4. And since then Benchmark Wealth Management, LLC has made 8 purchases of MINT, at an average price of $101.44, for a total of 328,776.00 shares. In addition, there have been 13 sales at an average price of $100.64 for 288,182.00 shares. Based on historical transaction data and MINT's current price of $100.22, Benchmark Wealth Management, LLC's estimated gain on his MINT holdings is $-282,752.83, reflecting a -0.85% gain to date.

Benchmark Wealth Management, LLC MINT ($100.22) Holding Chart

Benchmark Wealth Management, LLC MINT ($100.22) 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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