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Pimco Etf Tr shares owned by Financial Synergies Wealth Advisors

Quarter-by-quarter ownership of Pimco Etf Tr (PRFD) shares owned by Financial Synergies Wealth Advisors from 13F filings

Historical chart of Financial Synergies Wealth Advisors investment in Pimco Etf Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pimco Etf Tr by Financial Synergies Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $470k 9.1k 51.80
2025-06-30 $371k 7.3k 50.97
2025-03-31 $273k 5.4k 50.56
2024-03-31 $119k 2.4k 49.63

More positions owned by Financial Synergies Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Core Msci Emkt (IEMG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Financial Synergies Wealth Advisors

Top funds holding Pimco Etf Tr

Allianz Asset Management
Gradient Investments
LPL Financial
Resources Investment Advisors
Visionary Wealth Advisors
Great Valley Advisor Group
Summit Financial
Integrated Wealth Concepts
Brown Financial Advisors
SOL Capital Management
HighTower Advisors
Mariner Wealth Advisors
Goss Wealth Management
Royal Bank of Canada
Paladin Wealth

View all funds holding Pimco Etf Tr