Wealth Alliance Advisory Group »

Pimco shares owned by Wealth Alliance Advisory Group

Quarter-by-quarter ownership of Pimco (PYLD) shares owned by Wealth Alliance Advisory Group from 13F filings

Historical chart of Wealth Alliance Advisory Group investment in Pimco

Tip: Access up to 7 years of quarterly data

All positions including Pimco held by Wealth Alliance Advisory Group 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 by Wealth Alliance Advisory Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $19M 736k 25.92
2024-09-30 $19M 730k 26.65
2024-06-30 $18M 709k 25.64
2024-03-31 $18M 683k 25.76
2023-12-31 $16M 625k 25.67
2023-09-30 $14M 586k 24.43

More positions owned by Wealth Alliance Advisory Group

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Pimco Etf Tr Multisector Bd (PYLD)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Vanguard Index Fds Growth Etf (VUG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Apple (AAPL)
J P Morgan Exchange Traded F Betabuilders Us (BBAG)
First Tr Sml Cp Core Alpha F Com Shs (FYX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Municipal Etf (JMUB)

View all positions for Wealth Alliance Advisory Group

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