Number of Shares
131,079.00
Current Holdings Value*
$3.45 Mil
% of Portfolio
1.74%
Total Estimate Gain
$24,115.46
% of Total Estimate Gain
0.70%

ORBA Wealth Advisors, L.L.C.'s PIMCO Multisector Bond Active Exchange-Traded Fund Holding Summary

As of 2025-03-31, ORBA Wealth Advisors, L.L.C. held 131,079.00 shares of PIMCO Multisector Bond Active Exchange-Traded Fund(PYLD), totaling $3.45 Mil. This investment constitutes 1.74% of their stock portfolio, and ORBA Wealth Advisors, L.L.C. now holds 0.08% of the outstanding PIMCO Multisector Bond Active Exchange-Traded Fund(PYLD) stock.

The initial trade took place in 2024Q3. And since then ORBA Wealth Advisors, L.L.C. has made 3 purchases of PYLD, at an average price of $26.20, for a total of 131,079.00 shares. Based on historical transaction data and PYLD's current price of $26.38, ORBA Wealth Advisors, L.L.C.'s estimated gain on his PYLD holdings is $24,115.46, reflecting a 0.70% gain to date.

ORBA Wealth Advisors, L.L.C. PYLD ($26.38) Holding Chart

ORBA Wealth Advisors, L.L.C. PYLD ($26.38) 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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