Number of Shares
4.40 Mil
Current Holdings Value*
$215.60 Mil
% of Portfolio
5.2%
Total Estimate Gain
$669,899.72
% of Total Estimate Gain
0.31%

Orgel Wealth Management, LLC's PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund Holding Summary

As of 2025-06-30, Orgel Wealth Management, LLC held 4.40 Mil shares of PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund(PMBS), totaling $215.60 Mil. This investment constitutes 5.2% of their stock portfolio, and Orgel Wealth Management, LLC now holds 43.22% of the outstanding PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund(PMBS) stock.

The initial trade took place in 2024Q4. And since then Orgel Wealth Management, LLC has made 3 purchases of PMBS, at an average price of $48.59, for a total of 4.40 Mil shares. Based on historical transaction data and PMBS's current price of $48.74, Orgel Wealth Management, LLC's estimated gain on his PMBS holdings is $669,899.72, reflecting a 0.31% gain to date.

Orgel Wealth Management, LLC PMBS ($48.74) Holding Chart

Orgel Wealth Management, LLC PMBS ($48.74) 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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