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Pimco CA Muni. Income Fund III shares owned by Core Wealth Partners

Quarter-by-quarter ownership of Pimco CA Muni. Income Fund III (PZC) shares owned by Core Wealth Partners from 13F filings

Historical chart of Core Wealth Partners investment in Pimco CA Muni. Income Fund III

Tip: Access up to 7 years of quarterly data

All positions including Pimco CA Muni. Income Fund III held by Core Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco CA Muni. Income Fund III by Core Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $732k 96k 7.59
2023-12-31 $711k 96k 7.37
2023-09-30 $661k 96k 6.85
2023-06-30 $743k 96k 7.70
2023-03-31 $748k 96k 7.76

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View all positions for Core Wealth Partners

Top funds holding Pimco CA Muni. Income Fund III

Advisors Asset Management
Hennion & Walsh Asset Management
Guggenheim Capital, LLC Managers
UBS Group
Rivernorth Capital Management
Core Wealth Partners
Landscape Capital Management
Bank of America Corporation
Rockefeller Capital Management
Raymond James & Associates
Sowell Financial Services
Wells Fargo & Company
Wolverine Asset Management
Intellectus Partners
Raymond James Financial Services Advisors

View all funds holding Pimco CA Muni. Income Fund III