Number of Shares
215,648.00
Current Holdings Value*
$20.55 Mil
% of Portfolio
9.06%
Total Estimate Gain
$262,134.48
% of Total Estimate Gain
1.29%

O'Connor Financial Group LLC's PIMCO Enhanced Low Duration Active Exchange-Traded Fund Holding Summary

As of 2025-06-30, O'Connor Financial Group LLC held 215,648.00 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund(LDUR), totaling $20.55 Mil. This investment constitutes 9.06% of their stock portfolio, and O'Connor Financial Group LLC now holds 2.22% of the outstanding PIMCO Enhanced Low Duration Active Exchange-Traded Fund(LDUR) stock.

The initial trade took place in 2023Q1. And since then O'Connor Financial Group LLC has made 9 purchases of LDUR, at an average price of $94.42, for a total of 215,648.00 shares. Based on historical transaction data and LDUR's current price of $95.64, O'Connor Financial Group LLC's estimated gain on his LDUR holdings is $262,134.48, reflecting a 1.29% gain to date.

O'Connor Financial Group LLC LDUR ($95.64) Holding Chart

O'Connor Financial Group LLC LDUR ($95.64) 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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