Cresta Advisors, Ltd. PTY Holdings History

Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$145,634.64
% of Total Estimate Gain
4.07%

Cresta Advisors, Ltd.'s PIMCO Corporate & Income Opportunity Fds Holding Summary

As of 2025-06-30, Cresta Advisors, Ltd. held - shares of PIMCO Corporate & Income Opportunity Fds(PTY), totaling N/A. This investment constitutes 0% of their stock portfolio, and Cresta Advisors, Ltd. now holds 0% of the outstanding PIMCO Corporate & Income Opportunity Fds(PTY) stock.

The initial trade took place in 2023Q1. And since then Cresta Advisors, Ltd. has made 3 purchases of PTY, at an average price of $13.38, for a total of 267,599.00 shares. In addition, there have been 5 sales at an average price of $13.92 for 267,599.00 shares. Based on historical transaction data and PTY's current price of $13.77, Cresta Advisors, Ltd.'s estimated gain on his PTY holdings is $145,634.64, reflecting a 4.07% gain to date.

Cresta Advisors, Ltd. PTY ($13.77) Holding Chart

Cresta Advisors, Ltd. PTY ($13.77) 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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