Advocacy Wealth Management Services, LLC Pimco Enhanced Low Duration Ac Transaction History

Advocacy Wealth Management Services, LLC

$1.19 Billion
Q1 2025

A detailed history of Advocacy Wealth Management Services, LLC transactions in Pimco Enhanced Low Duration Ac stock. As of the latest transaction made, Advocacy Wealth Management Services, LLC holds 409,688 shares of LDUR stock, worth $39.1 Million. This represents 3.3% of its overall portfolio holdings.

Number of Shares

409,688

Previous 818,639 49.95%

Holding current value

$39.1 Million

Previous $77.8 Million 49.43%

% of portfolio

3.3%

Previous 6.36%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	SELL	$94.87 - $96.11 $38.8 Million - $39.3 Million	-408,951 Reduced 49.95%	409,688 $39.3 Million
Q4 2024 Feb 14, 2025	BUY	$94.79 - $95.69 $720,877 - $727,722	7,605 Added 0.94%	818,639 $77.8 Million
Q3 2024 Oct 31, 2024	BUY	$94.39 - $96.15 $1.52 Million - $1.55 Million	16,086 Added 2.02%	811,034 $77.8 Million
Q2 2024 Jul 10, 2024	BUY	$94.04 - $94.67 $38.4 Million - $38.6 Million	407,920 Added 105.4%	794,948 $75.3 Million
Q1 2024 Apr 15, 2024	BUY	$94.54 - $95.39 $2.95 Million - $2.97 Million	31,169 Added 8.76%	387,028 $36.7 Million
Q4 2023 Jan 23, 2024	BUY	$93.33 - $95.07 $7.57 Million - $7.72 Million	81,154 Added 29.54%	355,859 $33.7 Million
Q3 2023 Oct 26, 2023	BUY	$93.22 - $94.05 $25.6 Million - $25.8 Million	274,705 New	274,705 $25.8 Million

Others Institutions Holding LDUR

# of Institutions

180

Shares Held

7.16M

Call Options Held

Put Options Held

View Full List

About PIMCO ENHANCED LOW DURATION AC

Ticker LDUR
Sector ETFs
Industry ETFs

More about LDUR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Advocacy Wealth Management Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Advocacy Wealth Management Services, LLC with notifications on news.

Account

Advocacy Wealth Management Services, LLC Pimco Enhanced Low Duration Ac Transaction History