WBH ADVISORY INC - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is LDUR and the CUSIP is 72201R718. A total of 158 filers reported holding PIMCO ETF TR in Q3 2022. 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 2022
NameSharesValueWeighting ↓
ACCESS FINANCIAL SERVICES, INC. 243,448$24,844,00012.16%
TOBIAS FINANCIAL ADVISORS, INC. 128,427$13,106,0005.99%
Kathmere Capital Management, LLC 168,605$17,206,0003.70%
ARBOR TRUST WEALTH ADVISORS, LLC 31,372$3,206,0002.33%
HOWLAND CAPITAL MANAGEMENT LLC 384,997$39,289,0002.31%
FIRST NATIONAL CORP /MA/ /ADV 79,954$8,159,0002.22%
SkyOak Wealth, LLC 68,439$6,984,0002.17%
GREATMARK INVESTMENT PARTNERS, INC. 67,341$6,872,0001.49%
B. Riley Wealth Management, Inc. 91,326$9,319,0001.20%
AlphaStar Capital Management, LLC 64,969$6,638,0001.13%
View complete list of PIMCO ETF TR shareholders