Number of Shares
41,561.00
Current Holdings Value*
$4.18 Mil
% of Portfolio
2.04%
Total Estimate Gain
$11,664.29
% of Total Estimate Gain
0.24%

SFG Wealth Management, LLC.'s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund Holding Summary

As of 2025-03-31, SFG Wealth Management, LLC. held 41,561.00 shares of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund(MINT), totaling $4.18 Mil. This investment constitutes 2.04% of their stock portfolio, and SFG Wealth Management, LLC. now holds 0.03% of the outstanding PIMCO Enhanced Short Maturity Active Exchange-Traded Fund(MINT) stock.

The initial trade took place in 2022Q3. And since then SFG Wealth Management, LLC. has made 6 purchases of MINT, at an average price of $100.06, for a total of 48,952.00 shares. In addition, there have been 2 sales at an average price of $99.48 for 7,391.00 shares. Based on historical transaction data and MINT's current price of $100.44, SFG Wealth Management, LLC.'s estimated gain on his MINT holdings is $11,664.29, reflecting a 0.24% gain to date.

SFG Wealth Management, LLC. MINT ($100.44) Holding Chart

SFG Wealth Management, LLC. MINT ($100.44) 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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