Number of Shares
234,849.00
Current Holdings Value*
$6.20 Mil
% of Portfolio
2.73%
Total Estimate Gain
$82,197.15
% of Total Estimate Gain
1.34%

O'Connor Financial Group LLC's PIMCO Multisector Bond Active Exchange-Traded Fund Holding Summary

As of 2025-06-30, O'Connor Financial Group LLC held 234,849.00 shares of PIMCO Multisector Bond Active Exchange-Traded Fund(PYLD), totaling $6.20 Mil. This investment constitutes 2.73% of their stock portfolio, and O'Connor Financial Group LLC now holds 0.11% of the outstanding PIMCO Multisector Bond Active Exchange-Traded Fund(PYLD) stock.

The initial trade took place in 2025Q2. And since then O'Connor Financial Group LLC has made 1 purchases of PYLD, at an average price of $26.09, for a total of 234,849.00 shares. Based on historical transaction data and PYLD's current price of $26.44, O'Connor Financial Group LLC's estimated gain on his PYLD holdings is $82,197.15, reflecting a 1.34% gain to date.

O'Connor Financial Group LLC PYLD ($26.44) Holding Chart

O'Connor Financial Group LLC PYLD ($26.44) 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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