Great Point Wealth Advisors, LLC PYLD Holdings History
Great Point Wealth Advisors, LLC's PIMCO Multisector Bond Active Exchange-Traded Fund Holding Summary
As of 2025-03-31, Great Point Wealth Advisors, LLC held 25,181.00 shares of PIMCO Multisector Bond Active Exchange-Traded Fund(PYLD), totaling $663,520.00. This investment constitutes 0.14% of their stock portfolio, and Great Point Wealth Advisors, LLC now holds 0.02% of the outstanding PIMCO Multisector Bond Active Exchange-Traded Fund(PYLD) stock.
The initial trade took place in 2023Q3. And since then Great Point Wealth Advisors, LLC has made 2 purchases of PYLD, at an average price of $24.85, for a total of 57,614.00 shares. In addition, there have been 5 sales at an average price of $26.10 for 32,433.00 shares. Based on historical transaction data and PYLD's current price of $26.34, Great Point Wealth Advisors, LLC's estimated gain on his PYLD holdings is $78,226.84, reflecting a 5.46% gain to date.
Great Point Wealth Advisors, LLC PYLD ($26.34) Holding Chart
Great Point Wealth Advisors, LLC PYLD ($26.34) 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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