Falcon Wealth Planning PYLD Holdings History
Falcon Wealth Planning's PIMCO Multisector Bond Active Exchange-Traded Fund Holding Summary
As of 2025-03-31, Falcon Wealth Planning held 1.74 Mil shares of PIMCO Multisector Bond Active Exchange-Traded Fund(PYLD), totaling $45.94 Mil. This investment constitutes 5.11% of their stock portfolio, and Falcon Wealth Planning now holds 1.12% of the outstanding PIMCO Multisector Bond Active Exchange-Traded Fund(PYLD) stock.
The initial trade took place in 2024Q3. And since then Falcon Wealth Planning has made 3 purchases of PYLD, at an average price of $26.18, for a total of 1.74 Mil shares. Based on historical transaction data and PYLD's current price of $26.39, Falcon Wealth Planning's estimated gain on his PYLD holdings is $370,133.44, reflecting a 0.81% gain to date.
Falcon Wealth Planning PYLD ($26.39) Holding Chart
Falcon Wealth Planning PYLD ($26.39) 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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