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Pimco Etf Tr shares owned by Orgel Wealth Management

Quarter-by-quarter ownership of Pimco Etf Tr (PMBS) shares owned by Orgel Wealth Management from 13F filings

Historical chart of Orgel Wealth Management investment in Pimco Etf Tr

23:59:59.999Dec 30, 202423:59:59.999500:00:00Dec 31, 202400:00:00.000500:00:00.001136.516198M136.5161985M136.516199M136.5161995M136.5162M2.852406M2.8524065M2.852407M2.8524075M2.852408M
Value ($)Share countHistorical PMBS position of Orgel Wealth Management Source: stockzoa.comValue ($)Share count

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All positions including Pimco Etf Tr held by Orgel Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco Etf Tr by Orgel Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $137M 2.9M 47.86

More positions owned by Orgel Wealth Management

Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr National Mun Etf (MUB)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
New York Life Invts Active E Nyli Mackay Muni (MMIN)
Pimco Etf Tr Mtg Bkd Secs Act (PMBS)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Orgel Wealth Management

Top funds holding Pimco Etf Tr

Orgel Wealth Management
Cresta Advisors
LPL Financial
Resources Investment Advisors
SkyView Investment Advisors
Sontag Advisory
Commonwealth Equity Services
Hollencrest Securities
Cambridge Investment Research Advisors
Mml Investors Services
Sierra Capital
Weaver Consulting Group
Envestnet Asset Management
Jane Street
Branch Banking & Trust Company

View all funds holding Pimco Etf Tr