Number of Shares
1.08 Mil
Current Holdings Value*
$28.45 Mil
% of Portfolio
12.32%
Total Estimate Gain
$521,312.36
% of Total Estimate Gain
1.86%

Crestmont Private Wealth LLC's PIMCO Multisector Bond Active Exchange-Traded Fund Holding Summary

As of 2025-03-31, Crestmont Private Wealth LLC held 1.08 Mil shares of PIMCO Multisector Bond Active Exchange-Traded Fund(PYLD), totaling $28.45 Mil. This investment constitutes 12.32% of their stock portfolio, and Crestmont Private Wealth LLC now holds 0.69% of the outstanding PIMCO Multisector Bond Active Exchange-Traded Fund(PYLD) stock.

The initial trade took place in 2024Q2. And since then Crestmont Private Wealth LLC has made 4 purchases of PYLD, at an average price of $25.93, for a total of 1.08 Mil shares. Based on historical transaction data and PYLD's current price of $26.42, Crestmont Private Wealth LLC's estimated gain on his PYLD holdings is $521,312.36, reflecting a 1.86% gain to date.

Crestmont Private Wealth LLC PYLD ($26.42) Holding Chart

Crestmont Private Wealth LLC PYLD ($26.42) 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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