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Pimco Etf Tr shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of Pimco Etf Tr (BILZ) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors investment in Pimco Etf Tr

Tip: Access up to 7 years of quarterly data

All positions including Pimco Etf Tr held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco Etf Tr by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $9.2M 92k 100.82
2024-09-30 $1.1M 11k 101.22

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Vanguard Value Etf (VTV)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Microsoft Corp Stock (MSFT)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Nvidia Corporation Stock (NVDA)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Vanguard Mega Cap Growth Etf Etf (MGK)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Small-cap Etf Etf (VB)
Vanguard Growth Etf Etf (VUG)
Amazon Stock (AMZN)
Spdr S&p 500 Etf Trust Etf (SPY)

View all positions for Captrust Financial Advisors

Top funds holding Pimco Etf Tr

Beacon Capital Management
Allianz Asset Management
AE Wealth Management
Goldman Sachs Group
Access Financial Services
Mid-American Wealth Advisory Group
Commonwealth Equity Services
Captrust Financial Advisors
Bridgewealth Advisory Group
Thrivent Financial for Lutherans
Trajan Wealth
Parallel Advisors
Lloyd Advisory Services
LPL Financial
Flow Traders US

View all funds holding Pimco Etf Tr