Walled Lake Planning & Wealth Management »

Pimco Equity Ser Rafi Dyn Ml Us shares owned by Walled Lake Planning & Wealth Management

Quarter-by-quarter ownership of Pimco Equity Ser Rafi Dyn Ml Us (MFUS) shares owned by Walled Lake Planning & Wealth Management from 13F filings

Historical chart of Walled Lake Planning & Wealth Management investment in Pimco Equity Ser Rafi Dyn Ml Us

Tip: Access up to 7 years of quarterly data

All positions including Pimco Equity Ser Rafi Dyn Ml Us held by Walled Lake Planning & Wealth Management 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 Equity Ser Rafi Dyn Ml Us by Walled Lake Planning & Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $9.3M 139k 67.17

More positions owned by Walled Lake Planning & Wealth Management

Pimco Etf Tr 1-5 Us Tip Idx (STPZ)
Pimco Etf Tr Ultr Sh Go Ac Fd (BILZ)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Doubleline Etf Trust Shil Cap U S Etf (CAPE)
Fidelity Covington Trust Enh Mid Cor Etf (FMDE)
Ishares Tr Msci Usa Min Etf (USMV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)
Wisdomtree Tr Us Multifactor (USMF)
Pimco Equity Ser Rafi Dyn Ml Us (MFUS)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)
Altria (MO)
Novartis Sponsored Adr (NVS)

View all positions for Walled Lake Planning & Wealth Management

Top funds holding Pimco Equity Ser Rafi Dyn Ml Us

Schiavi & Co
Austin Wealth Management
Financial Consulate
Baker Ellis Asset Management
Marshall Investment Management
Williams & Novak
Entrewealth
Walled Lake Planning & Wealth Management
Wells Fargo & Company
Jpmorgan Chase & Co
Citadel Advisors
Cetera Investment Advisers
SFG Wealth Management
LPL Financial
Janney Montgomery Scott

View all funds holding Pimco Equity Ser Rafi Dyn Ml Us