Number of Shares
48,823.00
Current Holdings Value*
$4.69 Mil
% of Portfolio
2.71%
Total Estimate Gain
$-181,453.04
% of Total Estimate Gain
-3.09%

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

As of 2025-03-31, CarsonAllaria Wealth Management, Ltd. held 48,823.00 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund(LDUR), totaling $4.69 Mil. This investment constitutes 2.71% of their stock portfolio, and CarsonAllaria Wealth Management, Ltd. now holds 0.56% of the outstanding PIMCO Enhanced Low Duration Active Exchange-Traded Fund(LDUR) stock.

The initial trade took place in 2021Q4. And since then CarsonAllaria Wealth Management, Ltd. has made 10 purchases of LDUR, at an average price of $98.09, for a total of 59,859.00 shares. In addition, there have been 3 sales at an average price of $94.21 for 11,036.00 shares. Based on historical transaction data and LDUR's current price of $95.25, CarsonAllaria Wealth Management, Ltd.'s estimated gain on his LDUR holdings is $-181,453.04, reflecting a -3.09% gain to date.

CarsonAllaria Wealth Management, Ltd. LDUR ($95.25) Holding Chart

CarsonAllaria Wealth Management, Ltd. LDUR ($95.25) 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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