CarsonAllaria Wealth Management, Ltd. LDUR Holdings History
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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