Number of Shares
194,906.00
Current Holdings Value*
$5.14 Mil
% of Portfolio
1.6%
Total Estimate Gain
$334,627.29
% of Total Estimate Gain
5.82%

Strata Wealth Advisors, LLC's PIMCO Multisector Bond Active Exchange-Traded Fund Holding Summary

As of 2025-03-31, Strata Wealth Advisors, LLC held 194,906.00 shares of PIMCO Multisector Bond Active Exchange-Traded Fund(PYLD), totaling $5.14 Mil. This investment constitutes 1.6% of their stock portfolio, and Strata Wealth Advisors, LLC now holds 0.11% of the outstanding PIMCO Multisector Bond Active Exchange-Traded Fund(PYLD) stock.

The initial trade took place in 2023Q3. And since then Strata Wealth Advisors, LLC has made 5 purchases of PYLD, at an average price of $24.82, for a total of 231,797.00 shares. In addition, there have been 2 sales at an average price of $26.09 for 36,891.00 shares. Based on historical transaction data and PYLD's current price of $26.30, Strata Wealth Advisors, LLC's estimated gain on his PYLD holdings is $334,627.29, reflecting a 5.82% gain to date.

Strata Wealth Advisors, LLC PYLD ($26.30) Holding Chart

Strata Wealth Advisors, LLC PYLD ($26.30) 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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