LIBERTY WEALTH MANAGEMENT LLC - 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
LIBERTY WEALTH MANAGEMENT LLC ownership history of PIMCO ETF TR
ValueSharesWeighting
Q3 2021$24,0000.0%2320.0%0.01%0.0%
Q2 2021$24,000
+4.3%
232
+0.4%
0.01%
-18.2%
Q1 2021$23,0000.0%2310.0%0.01%0.0%
Q4 2020$23,0002310.01%
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