Milestone Investment Advisors LLC - PIMCO EQUITY SER ownership

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 Q4 2023
NameSharesValueWeighting ↓
Arlington Financial Advisors, LLC 129,179$3,606,0451.52%
Northwest Bancshares, Inc. 202,760$5,660,0661.14%
GenWealth Group, Inc. 83,276$2,324,6580.76%
RHS Financial, LLC 27,516$768,0000.61%
Milestone Investment Advisors LLC 15,162$423,2490.15%
Financial Insights, Inc. 9,896$276,2480.13%
JNBA Financial Advisors 29,197$815,0370.11%
Dynamic Advisor Solutions LLC 24,361$680,0270.05%
3EDGE Asset Management, LP 18,456$515,2010.04%
Larson Financial Group LLC 2,281$63,6630.01%
View complete list of PIMCO EQUITY SER shareholders