WBH ADVISORY INC - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is LDUR and the CUSIP is 72201R718. A total of 150 filers reported holding PIMCO ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
WBH ADVISORY INC ownership history of PIMCO ETF TR
ValueSharesWeighting
Q3 2023$1,176,062
-19.0%
12,546
-19.0%
0.14%
-16.3%
Q2 2023$1,451,476
-36.4%
15,484
-35.6%
0.17%
-39.6%
Q1 2023$2,282,734
+150.6%
24,058
+150.1%
0.28%
+117.6%
Q3 2022$911,000
-71.2%
9,620
-70.4%
0.13%
-66.2%
Q1 2022$3,159,00032,5000.39%
Other shareholders
PIMCO ETF TR shareholders Q3 2023
NameSharesValueWeighting ↓
O'Connor Financial Group LLC 167,380$15,690,13210.74%
Elwood & Goetz Wealth Advisory Group, LLC 469,736$44,033,02710.21%
Antonetti Capital Management LLC 68,048$6,378,8229.96%
ACCESS FINANCIAL SERVICES, INC. 156,737$14,692,5268.80%
TOBIAS FINANCIAL ADVISORS, INC. 255,322$23,933,8586.28%
Treasure Coast Financial Planning 92,155$8,638,5896.00%
Lionsbridge Wealth Management LLC 55,088$5,163,9494.90%
Smart Portfolios, LLC 23,918$2,242,0944.03%
TD Capital Management LLC 326,654$30,620,5933.75%
Precision Wealth Strategies, LLC 35,862$3,361,7313.65%
View complete list of PIMCO ETF TR shareholders