Harrison & Co Wealth Management, LLC - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is LDUR and the CUSIP is 72201R718. A total of 160 filers reported holding PIMCO ETF TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Harrison & Co Wealth Management, LLC ownership history of PIMCO ETF TR
ValueSharesWeighting
Q3 2022$224,000
-3.4%
2,367
-2.0%
0.24%
+8.2%
Q2 2022$232,000
-36.3%
2,415
-35.3%
0.22%
-31.0%
Q1 2022$364,000
-18.4%
3,734
-15.8%
0.32%
-15.2%
Q4 2021$446,0004,4350.38%
Other shareholders
PIMCO ETF TR shareholders Q4 2022
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