Number of Shares
187,591.00
Current Holdings Value*
$4.94 Mil
% of Portfolio
2.86%
Total Estimate Gain
$168,009.98
% of Total Estimate Gain
3.50%

CarsonAllaria Wealth Management, Ltd.'s PIMCO Multisector Bond Active Exchange-Traded Fund Holding Summary

As of 2025-03-31, CarsonAllaria Wealth Management, Ltd. held 187,591.00 shares of PIMCO Multisector Bond Active Exchange-Traded Fund(PYLD), totaling $4.94 Mil. This investment constitutes 2.86% of their stock portfolio, and CarsonAllaria Wealth Management, Ltd. now holds 0.12% of the outstanding PIMCO Multisector Bond Active Exchange-Traded Fund(PYLD) stock.

The initial trade took place in 2023Q4. And since then CarsonAllaria Wealth Management, Ltd. has made 6 purchases of PYLD, at an average price of $25.60, for a total of 187,591.00 shares. Based on historical transaction data and PYLD's current price of $26.50, CarsonAllaria Wealth Management, Ltd.'s estimated gain on his PYLD holdings is $168,009.98, reflecting a 3.50% gain to date.

CarsonAllaria Wealth Management, Ltd. PYLD ($26.50) Holding Chart

CarsonAllaria Wealth Management, Ltd. PYLD ($26.50) 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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