Number of Shares
549,520.00
Current Holdings Value*
$14.48 Mil
% of Portfolio
9.46%
Total Estimate Gain
$169,288.25
% of Total Estimate Gain
1.17%

Symphony Financial Services, Inc.'s PIMCO Multisector Bond Active Exchange-Traded Fund Holding Summary

As of 2025-03-31, Symphony Financial Services, Inc. held 549,520.00 shares of PIMCO Multisector Bond Active Exchange-Traded Fund(PYLD), totaling $14.48 Mil. This investment constitutes 9.46% of their stock portfolio, and Symphony Financial Services, Inc. now holds 0.3% of the outstanding PIMCO Multisector Bond Active Exchange-Traded Fund(PYLD) stock.

The initial trade took place in 2024Q3. And since then Symphony Financial Services, Inc. has made 2 purchases of PYLD, at an average price of $26.18, for a total of 551,170.00 shares. In addition, there have been 1 sales at an average price of $26.15 for 1,650.00 shares. Based on historical transaction data and PYLD's current price of $26.49, Symphony Financial Services, Inc.'s estimated gain on his PYLD holdings is $169,288.25, reflecting a 1.17% gain to date.

Symphony Financial Services, Inc. PYLD ($26.49) Holding Chart

Symphony Financial Services, Inc. PYLD ($26.49) 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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