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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

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Quarterly reported holdings in Pimco by Wealth Alliance Advisory Group

Quarter filed Position value Share count Share price at filing
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)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Pimco Etf Tr Multisector Bd (PYLD)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Growth Etf (VUG)
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)
Apple (AAPL)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Microsoft Corporation (MSFT)

View all positions for Wealth Alliance Advisory Group

Top funds holding Pimco

Krilogy Financial
Berger Financial Group
Captrust Financial Advisors
Pictet North America Advisors SA
HighTower Advisors
Wealth Alliance Advisory Group
EnRich Financial Partners
Sanchez Wealth Management Group
Bridgewealth Advisory Group
Beta Wealth
Precision Wealth Strategies
Wealth Enhancement Advisory Services
Aveo Capital Partners
Fortress Wealth Management
Astor Investment Management

View all funds holding Pimco