Kelman-Lazarov, Inc. PYLD Holdings History

Number of Shares
515,485.00
Current Holdings Value*
$13.58 Mil
% of Portfolio
2.47%
Total Estimate Gain
$640,204.17
% of Total Estimate Gain
2.99%

Kelman-Lazarov, Inc.'s PIMCO Multisector Bond Active Exchange-Traded Fund Holding Summary

As of 2025-03-31, Kelman-Lazarov, Inc. held 515,485.00 shares of PIMCO Multisector Bond Active Exchange-Traded Fund(PYLD), totaling $13.58 Mil. This investment constitutes 2.47% of their stock portfolio, and Kelman-Lazarov, Inc. now holds 0.28% of the outstanding PIMCO Multisector Bond Active Exchange-Traded Fund(PYLD) stock.

The initial trade took place in 2023Q4. And since then Kelman-Lazarov, Inc. has made 5 purchases of PYLD, at an average price of $25.55, for a total of 837,817.00 shares. In addition, there have been 1 sales at an average price of $26.17 for 322,332.00 shares. Based on historical transaction data and PYLD's current price of $26.40, Kelman-Lazarov, Inc.'s estimated gain on his PYLD holdings is $640,204.17, reflecting a 2.99% gain to date.

Kelman-Lazarov, Inc. PYLD ($26.40) Holding Chart

Kelman-Lazarov, Inc. 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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