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Pimco shares owned by EnRich Financial Partners

Quarter-by-quarter ownership of Pimco (PYLD) shares owned by EnRich Financial Partners from 13F filings

Historical chart of EnRich Financial Partners investment in Pimco

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All positions including Pimco held by EnRich Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco by EnRich Financial Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $19M 718k 26.65
2024-06-30 $18M 686k 25.64
2024-03-31 $17M 666k 25.76

More positions owned by EnRich Financial Partners

Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Intl Core Equity (DFIC)
Pimco Etf Tr Multisector Bd (PYLD)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Mid Cap Etf (VO)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB)
Dimensional Etf Trust Us Mktwide Value (DFUV)

View all positions for EnRich Financial Partners

Top funds holding Pimco

Retirement Planning Group
Sequoia Financial Advisors
LPL Financial
AE Wealth Management
HighTower Advisors
Goss Wealth Management
Krilogy Financial
Envestnet Asset Management
Family Investment Center
Wells Fargo & Company
Berger Financial Group
Falcon Wealth Planning
WCG Wealth Advisors
TCG Advisory Services
Cardinal Point Capital Management, ULC

View all funds holding Pimco