Number of Shares
12,946.00
Current Holdings Value*
$1.30 Mil
% of Portfolio
1.17%
Total Estimate Gain
$-259.87
% of Total Estimate Gain
-0.02%

Joel Adams & Associates, Inc.'s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund Holding Summary

As of 2025-03-31, Joel Adams & Associates, Inc. held 12,946.00 shares of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund(MINT), totaling $1.30 Mil. This investment constitutes 1.17% of their stock portfolio, and Joel Adams & Associates, Inc. now holds 0.01% of the outstanding PIMCO Enhanced Short Maturity Active Exchange-Traded Fund(MINT) stock.

The initial trade took place in 2024Q4. And since then Joel Adams & Associates, Inc. has made 1 purchases of MINT, at an average price of $100.50, for a total of 12,946.00 shares. Based on historical transaction data and MINT's current price of $100.48, Joel Adams & Associates, Inc.'s estimated gain on his MINT holdings is $-259.87, reflecting a -0.02% gain to date.

Joel Adams & Associates, Inc. MINT ($100.48) Holding Chart

Joel Adams & Associates, Inc. MINT ($100.48) 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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