Carson Allaria Wealth Management, Ltd. Pimco Enhanced Low Duration Ac Transaction History
Carson Allaria Wealth Management, Ltd.
- $185 Million
- Q3 2025
A detailed history of Carson Allaria Wealth Management, Ltd. transactions in Pimco Enhanced Low Duration Ac stock. As of the latest transaction made, Carson Allaria Wealth Management, Ltd. holds 55,175 shares of LDUR stock, worth $5.3 Million. This represents 2.87% of its overall portfolio holdings.
Number of Shares
55,175
Previous 50,293
9.71%
Holding current value
$5.3 Million
Previous $4.82 Million
10.09%
% of portfolio
2.87%
Previous 2.68%
Shares
16 transactions
Others Institutions Holding LDUR
# of Institutions
176Shares Held
7.99MCall Options Held
0Put Options Held
0-
Cwm, LLC924KShares$88.8 Million0.27% of portfolio
-
Wells Fargo & Company San Francisco, CA649KShares$62.3 Million0.01% of portfolio
-
Advocacy Wealth Management Services, LLC440KShares$42.3 Million3.26% of portfolio
-
Td Capital Management LLC Memphis, TN437KShares$42 Million4.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC403KShares$38.7 Million0.01% of portfolio