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Pimco shares owned by RMR Wealth Builders

Quarter-by-quarter ownership of Pimco (PYLD) shares owned by RMR Wealth Builders from 13F filings

Historical chart of RMR Wealth Builders investment in Pimco

Tip: Access up to 7 years of quarterly data

All positions including Pimco held by RMR Wealth Builders consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco by RMR Wealth Builders

Quarter filed Position value Share count Share price at filing
2024-03-31 $624k 24k 25.76
2023-12-31 $437k 17k 25.67

More positions owned by RMR Wealth Builders

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Rus 1000 Val Etf (IWD)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Shrt Nat Mun Etf (SUB)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr National Mun Etf (MUB)
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)

View all positions for RMR Wealth Builders

Top funds holding Pimco

HighTower Advisors
Krilogy Financial
Berger Financial Group
Captrust Financial Advisors
Pictet North America Advisors SA
First Heartland Consultants
Wealth Alliance Advisory Group
EnRich Financial Partners
Sanchez Wealth Management Group
Kelman-Lazarov
Wells Fargo & Company
Orion Portfolio Solutions
Bridgewealth Advisory Group
Aveo Capital Partners
Beta Wealth

View all funds holding Pimco