Roger Wittlin Investment Advisory, LLC PYLD Holdings History
Roger Wittlin Investment Advisory, LLC's PIMCO Multisector Bond Active Exchange-Traded Fund Holding Summary
As of 2025-06-30, Roger Wittlin Investment Advisory, LLC held 71,038.00 shares of PIMCO Multisector Bond Active Exchange-Traded Fund(PYLD), totaling $1.89 Mil. This investment constitutes 1.05% of their stock portfolio, and Roger Wittlin Investment Advisory, LLC now holds 0.03% of the outstanding PIMCO Multisector Bond Active Exchange-Traded Fund(PYLD) stock.
The initial trade took place in 2024Q1. And since then Roger Wittlin Investment Advisory, LLC has made 4 purchases of PYLD, at an average price of $25.67, for a total of 99,087.00 shares. In addition, there have been 2 sales at an average price of $26.13 for 28,049.00 shares. Based on historical transaction data and PYLD's current price of $26.42, Roger Wittlin Investment Advisory, LLC's estimated gain on his PYLD holdings is $65,611.73, reflecting a 2.58% gain to date.
Roger Wittlin Investment Advisory, LLC PYLD ($26.42) Holding Chart
Roger Wittlin Investment Advisory, LLC PYLD ($26.42) 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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