Milestone Investment Advisors LLC - PIMCO EQUITY SER ownership

PIMCO EQUITY SER's ticker is RAFE and the CUSIP is 72201T342. A total of 18 filers reported holding PIMCO EQUITY SER in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Milestone Investment Advisors LLC ownership history of PIMCO EQUITY SER
ValueSharesWeighting
Q3 2023$247,377
+6.4%
8,507
+11.3%
0.07%
-2.8%
Q2 2023$232,417
-47.6%
7,644
-50.2%
0.07%
-47.4%
Q1 2023$443,927
+4.9%
15,362
+1.3%
0.14%
-7.4%
Q4 2022$423,24915,1620.15%
Other shareholders
PIMCO EQUITY SER shareholders Q3 2023
NameSharesValueWeighting ↓
Arlington Financial Advisors, LLC 122,996$3,554,3011.37%
Northwest Bancshares, Inc. 204,760$5,917,0931.14%
GenWealth Group, Inc. 84,568$2,443,8210.75%
RHS Financial, LLC 24,525$708,7070.54%
Milestone Investment Advisors LLC 15,362$443,9270.14%
Financial Insights, Inc. 9,896$285,9720.12%
JNBA Financial Advisors 30,264$874,5610.11%
3EDGE Asset Management, LP 18,086$522,6440.04%
AdvisorNet Financial, Inc 3,540$102,2960.01%
Larson Financial Group LLC 2,296$66,3510.01%
View complete list of PIMCO EQUITY SER shareholders