GeoWealth Management, LLC - PIMCO ETF TR ownership

Quarter-by-quarter ownership
GeoWealth Management, LLC ownership history of PIMCO ETF TR
ValueSharesWeighting
Q3 2023$687
-28.0%
13,246
-24.9%
0.08%
-24.3%
Q2 2023$954
-7.4%
17,641
-4.5%
0.10%
-14.2%
Q1 2023$1,030
+197.7%
18,480
+189.4%
0.12%
+224.3%
Q4 2022$346
-99.8%
6,386
+50.9%
0.04%
+48.0%
Q3 2022$225,0004,2310.02%
Other shareholders
PIMCO ETF TR shareholders Q4 2023
NameSharesValueWeighting ↓
LMG Wealth Partners, LLC 100,320$5,193,5661.58%
WealthCare Investment Partners, LLC 28,456$1,458,9470.89%
Litman Gregory Wealth Management LLC 52,837$2,735,3720.28%
Goodwin Investment Advisory 5,614$290,6370.17%
GSB Wealth Management, LLC 5,450$282,1470.09%
Golden State Equity Partners 5,937$307,3580.09%
GeoWealth Management, LLC 13,246$6870.08%
PAX Financial Group, LLC 4,527$234,3530.05%
West Coast Financial LLC 5,772$298,8260.04%
OneDigital Investment Advisors LLC 28,156$1,457,6470.03%
View complete list of PIMCO ETF TR shareholders