Williams & Novak, LLC MFUS Holdings History
Williams & Novak, LLC's PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF Holding Summary
As of 2025-03-31, Williams & Novak, LLC held 143,844.00 shares of PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF(MFUS), totaling $7.19 Mil. This investment constitutes 7.04% of their stock portfolio, and Williams & Novak, LLC now holds 4.21% of the outstanding PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF(MFUS) stock.
The initial trade took place in 2023Q4. And since then Williams & Novak, LLC has made 2 purchases of MFUS, at an average price of $39.88, for a total of 148,621.00 shares. In addition, there have been 2 sales at an average price of $47.43 for 4,777.00 shares. Based on historical transaction data and MFUS's current price of $53.80, Williams & Novak, LLC's estimated gain on his MFUS holdings is $2.04 Mil, reflecting a 34.38% gain to date.
Williams & Novak, LLC MFUS ($53.80) Holding Chart
Williams & Novak, LLC MFUS ($53.80) 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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