Number of Shares
998,502.00
Current Holdings Value*
$26.31 Mil
% of Portfolio
1.83%
Total Estimate Gain
$690,279.22
% of Total Estimate Gain
2.70%

Berger Financial Group, Inc's PIMCO Multisector Bond Active Exchange-Traded Fund Holding Summary

As of 2025-03-31, Berger Financial Group, Inc held 998,502.00 shares of PIMCO Multisector Bond Active Exchange-Traded Fund(PYLD), totaling $26.31 Mil. This investment constitutes 1.83% of their stock portfolio, and Berger Financial Group, Inc now holds 0.54% of the outstanding PIMCO Multisector Bond Active Exchange-Traded Fund(PYLD) stock.

The initial trade took place in 2024Q1. And since then Berger Financial Group, Inc has made 5 purchases of PYLD, at an average price of $25.61, for a total of 998,502.00 shares. Based on historical transaction data and PYLD's current price of $26.30, Berger Financial Group, Inc's estimated gain on his PYLD holdings is $690,279.22, reflecting a 2.70% gain to date.

Berger Financial Group, Inc PYLD ($26.30) Holding Chart

Berger Financial Group, Inc PYLD ($26.30) 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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