Number of Shares
274,543.00
Current Holdings Value*
$7.23 Mil
% of Portfolio
3.05%
Total Estimate Gain
$71,961.02
% of Total Estimate Gain
1.00%

Lokken Investment Group LLC's PIMCO Multisector Bond Active Exchange-Traded Fund Holding Summary

As of 2025-03-31, Lokken Investment Group LLC held 274,543.00 shares of PIMCO Multisector Bond Active Exchange-Traded Fund(PYLD), totaling $7.23 Mil. This investment constitutes 3.05% of their stock portfolio, and Lokken Investment Group LLC now holds 0.15% of the outstanding PIMCO Multisector Bond Active Exchange-Traded Fund(PYLD) stock.

The initial trade took place in 2024Q3. And since then Lokken Investment Group LLC has made 3 purchases of PYLD, at an average price of $26.19, for a total of 274,543.00 shares. Based on historical transaction data and PYLD's current price of $26.45, Lokken Investment Group LLC's estimated gain on his PYLD holdings is $71,961.02, reflecting a 1.00% gain to date.

Lokken Investment Group LLC PYLD ($26.45) Holding Chart

Lokken Investment Group LLC PYLD ($26.45) 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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