Number of Shares
1.04 Mil
Current Holdings Value*
$27.28 Mil
% of Portfolio
1.1%
Total Estimate Gain
$334,995.15
% of Total Estimate Gain
1.24%

GeoWealth Management, LLC's PIMCO Multisector Bond Active Exchange-Traded Fund Holding Summary

As of 2025-03-31, GeoWealth Management, LLC held 1.04 Mil shares of PIMCO Multisector Bond Active Exchange-Traded Fund(PYLD), totaling $27.28 Mil. This investment constitutes 1.1% of their stock portfolio, and GeoWealth Management, LLC now holds 0.56% of the outstanding PIMCO Multisector Bond Active Exchange-Traded Fund(PYLD) stock.

The initial trade took place in 2024Q1. And since then GeoWealth Management, LLC has made 5 purchases of PYLD, at an average price of $26.08, for a total of 1.04 Mil shares. Based on historical transaction data and PYLD's current price of $26.40, GeoWealth Management, LLC's estimated gain on his PYLD holdings is $334,995.15, reflecting a 1.24% gain to date.

GeoWealth Management, LLC PYLD ($26.40) Holding Chart

GeoWealth Management, LLC PYLD ($26.40) 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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