Number of Shares
552,163.00
Current Holdings Value*
$14.55 Mil
% of Portfolio
2.43%
Total Estimate Gain
$169,800.45
% of Total Estimate Gain
1.18%

Legacy Financial Advisors, Inc.'s PIMCO Multisector Bond Active Exchange-Traded Fund Holding Summary

As of 2025-03-31, Legacy Financial Advisors, Inc. held 552,163.00 shares of PIMCO Multisector Bond Active Exchange-Traded Fund(PYLD), totaling $14.55 Mil. This investment constitutes 2.43% of their stock portfolio, and Legacy Financial Advisors, Inc. now holds 0.3% of the outstanding PIMCO Multisector Bond Active Exchange-Traded Fund(PYLD) stock.

The initial trade took place in 2024Q4. And since then Legacy Financial Advisors, Inc. has made 2 purchases of PYLD, at an average price of $26.15, for a total of 552,163.00 shares. Based on historical transaction data and PYLD's current price of $26.46, Legacy Financial Advisors, Inc.'s estimated gain on his PYLD holdings is $169,800.45, reflecting a 1.18% gain to date.

Legacy Financial Advisors, Inc. PYLD ($26.46) Holding Chart

Legacy Financial Advisors, Inc. PYLD ($26.46) 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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