Number of Shares
393,312.00
Current Holdings Value*
$10.36 Mil
% of Portfolio
7.92%
Total Estimate Gain
$276,076.35
% of Total Estimate Gain
2.12%

Precision Wealth Strategies, LLC's PIMCO Multisector Bond Active Exchange-Traded Fund Holding Summary

As of 2025-03-31, Precision Wealth Strategies, LLC held 393,312.00 shares of PIMCO Multisector Bond Active Exchange-Traded Fund(PYLD), totaling $10.36 Mil. This investment constitutes 7.92% of their stock portfolio, and Precision Wealth Strategies, LLC now holds 0.25% of the outstanding PIMCO Multisector Bond Active Exchange-Traded Fund(PYLD) stock.

The initial trade took place in 2024Q1. And since then Precision Wealth Strategies, LLC has made 2 purchases of PYLD, at an average price of $25.65, for a total of 507,615.00 shares. In addition, there have been 3 sales at an average price of $25.71 for 114,303.00 shares. Based on historical transaction data and PYLD's current price of $26.34, Precision Wealth Strategies, LLC's estimated gain on his PYLD holdings is $276,076.35, reflecting a 2.12% gain to date.

Precision Wealth Strategies, LLC PYLD ($26.34) Holding Chart

Precision Wealth Strategies, LLC PYLD ($26.34) 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 %

Top Ranked Articles

  • 1