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Pimco shares owned by Prosperity Wealth Management

Quarter-by-quarter ownership of Pimco (PYLD) shares owned by Prosperity Wealth Management from 13F filings

Historical chart of Prosperity Wealth Management investment in Pimco

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pimco by Prosperity Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $888k 34k 25.92
2024-09-30 $1.1M 42k 26.65
2024-03-31 $628k 24k 25.76
2023-12-31 $560k 22k 25.67

More positions owned by Prosperity Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Proshares Tr Pshs Ultra Qqq (QLD)
Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation Put Option (NVDA)
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)
Amazon (AMZN)
Proshares Tr Pshs Ult S&p 500 (SSO)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Procter & Gamble Company (PG)
Draftkings Com Cl A (DKNG)

View all positions for Prosperity Wealth Management

Top funds holding Pimco

LPL Financial
Retirement Planning Group
Bank of America Corporation
Morgan Stanley
Sequoia Financial Advisors
Goss Wealth Management
AE Wealth Management
HighTower Advisors
Krilogy Financial
Envestnet Asset Management
TruWealth Advisors
Falcon Wealth Planning
Independent Advisor Alliance
Family Investment Center
JSF Financial

View all funds holding Pimco