Precision Wealth Strategies »

Pimco Exch Traded Fund shares owned by Precision Wealth Strategies

Quarter-by-quarter ownership of Pimco Exch Traded Fund (LDUR) shares owned by Precision Wealth Strategies from 13F filings

Historical chart of Precision Wealth Strategies investment in Pimco Exch Traded Fund

Tip: Access up to 7 years of quarterly data

All positions including Pimco Exch Traded Fund held by Precision Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Pimco Exch Traded Fund by Precision Wealth Strategies

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.5M 26k 94.76
2023-09-30 $3.4M 36k 93.74
2023-06-30 $2.4M 26k 93.74
2023-03-31 $1.7M 18k 94.89

More positions owned by Precision Wealth Strategies

Belpointe Prep Unit Rp Ltd Lb A (OZ)
Neos Etf Trust Neos Enh Inm Cas (CSHI)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Goldman Sachs Etf Tr Aces Ultra Shr (GSST)
Etf Ser Solutions Aptus Enhanced (JUCY)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)
Ishares Tr Short Treas Bd (SHV)
Pimco Etf Tr Ultra Short Govt (BILZ)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Broadcom (AVGO)
Meta Platforms Cl A (META)
Netflix (NFLX)
General Electric Com New (GE)
Microsoft Corporation (MSFT)

View all positions for Precision Wealth Strategies

Top funds holding Pimco Exch Traded Fund

CWM
Bank of America Corporation
Advocacy Wealth Management Services
TD Capital Management
Elwood & Goetz Wealth Advisory Group
HighTower Advisors
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