FSM Wealth Advisors, LLC BOND Holdings History
FSM Wealth Advisors, LLC's PIMCO Active Bond ETF Holding Summary
As of 2025-03-31, FSM Wealth Advisors, LLC held 294,962.00 shares of PIMCO Active Bond ETF(BOND), totaling $27.28 Mil. This investment constitutes 6.13% of their stock portfolio, and FSM Wealth Advisors, LLC now holds 0.5% of the outstanding PIMCO Active Bond ETF(BOND) stock.
The initial trade took place in 2022Q2. And since then FSM Wealth Advisors, LLC has made 11 purchases of BOND, at an average price of $91.88, for a total of 294,962.00 shares. Based on historical transaction data and BOND's current price of $91.06, FSM Wealth Advisors, LLC's estimated gain on his BOND holdings is $-240,953.57, reflecting a -0.89% gain to date.
FSM Wealth Advisors, LLC BOND ($91.06) Holding Chart
FSM Wealth Advisors, LLC BOND ($91.06) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
