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Pimco CA Muni. Income Fund III shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Pimco CA Muni. Income Fund III (PZC) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Pimco CA Muni. Income Fund III

Tip: Access up to 7 years of quarterly data

All positions including Pimco CA Muni. Income Fund III held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco CA Muni. Income Fund III by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2024-03-31 $531k 70k 7.59
2023-09-30 $479k 70k 6.85
2023-06-30 $539k 70k 7.70
2023-03-31 $233k 30k 7.77

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Top funds holding Pimco CA Muni. Income Fund III

Advisors Asset Management
Hennion & Walsh Asset Management
Guggenheim Capital, LLC Managers
UBS Group
Rivernorth Capital Management
Morgan Stanley
Core Wealth Partners
Integrated Wealth Concepts
Landscape Capital Management
Rockefeller Capital Management
Raymond James & Associates
Bank of America Corporation
Wells Fargo & Company
Sowell Financial Services
Intellectus Partners

View all funds holding Pimco CA Muni. Income Fund III