Orgel Wealth Management, LLC PMBS Holdings History
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 $48.63, Orgel Wealth Management, LLC's estimated gain on his PMBS holdings is $186,382.51, reflecting a 0.09% gain to date.
Orgel Wealth Management, LLC PMBS ($48.63) Holding Chart
Orgel Wealth Management, LLC PMBS ($48.63) 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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