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Pimco NY Muni. Income Fund III shares owned by Melfa Wealth Management

Quarter-by-quarter ownership of Pimco NY Muni. Income Fund III (PYN) shares owned by Melfa Wealth Management from 13F filings

Historical chart of Melfa Wealth Management investment in Pimco NY Muni. Income Fund III

Tip: Access up to 7 years of quarterly data

All positions including Pimco NY Muni. Income Fund III held by Melfa Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco NY Muni. Income Fund III by Melfa Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $203k 35k 5.87
2023-12-31 $205k 34k 5.96
2023-09-30 $68k 13k 5.31
2023-06-30 $79k 13k 6.29
2022-12-31 $84k 12k 6.83

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Blackrock Income Tr Com New (BKT)
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Apple (AAPL)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Blackrock Muniyield Insured Fund (MYI)
Ishares Tr Core S&p500 Etf (IVV)
Blackrock Muniyield Quality Fund (MQY)
Meta Platforms Cl A (META)
Neuberger Ber. Intermediate Muni. Fund (NBH)
BlackRock MuniHoldings Fund (MHD)
General Electric Com New (GE)
Nuveen Insd Dividend Advantage (NVG)

View all positions for Melfa Wealth Management

Top funds holding Pimco NY Muni. Income Fund III

Lido Advisors
Guggenheim Capital, LLC Managers
Deschutes Portfolio Strategy
Rivernorth Capital Management
Wolverine Asset Management
Melfa Wealth Management
Logan Stone Capital
Landscape Capital Management
Dopkins Wealth Management
Ackerman Capital Advisors
Hennion & Walsh Asset Management
Herold Advisors
Advisor Group Holdings
UBS Group
Benjamin F. Edwards & Company

View all funds holding Pimco NY Muni. Income Fund III