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Pimco Exch Traded Fund shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of Pimco Exch Traded Fund (LDUR) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors investment in Pimco Exch Traded Fund

Tip: Access up to 7 years of quarterly data

All positions including Pimco Exch Traded Fund 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 Exch Traded Fund by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.5M 59k 94.76
2023-09-30 $6.0M 64k 93.74
2023-06-30 $6.3M 67k 93.74
2022-06-30 $96k 995 96.48
2021-03-31 $50k 489 102.25

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View all positions for Captrust Financial Advisors

Top funds holding Pimco Exch Traded Fund

CWM
Bank of America Corporation
Advocacy Wealth Management Services
TD Capital Management
HighTower Advisors
Elwood & Goetz Wealth Advisory Group
Royal Bank of Canada
UBS Group
O'Connor Financial Group
HPM Partners
Financial Gravity Wealth
Vickerman Investment Advisors
Access Financial Services
Dynamic Advisors Solutions
Pamela Horwath

View all funds holding Pimco Exch Traded Fund