Elwood & Goetz Wealth Advisory Group, LLC Pimco Enhanced Low Duration Ac Transaction History
Elwood & Goetz Wealth Advisory Group, LLC
- $351 Million
- Q2 2024
A detailed history of Elwood & Goetz Wealth Advisory Group, LLC transactions in Pimco Enhanced Low Duration Ac stock. As of the latest transaction made, Elwood & Goetz Wealth Advisory Group, LLC holds 2,666 shares of LDUR stock, worth $255,109. This represents 0.07% of its overall portfolio holdings.
Number of Shares
2,666
Previous 208,885
98.72%
Holding current value
$255,109
Previous $19.8 Million
98.73%
% of portfolio
0.07%
Previous 4.81%
Shares
10 transactions
Others Institutions Holding LDUR
# of Institutions
162Shares Held
6.72MCall Options Held
0Put Options Held
0-
Cwm, LLC976KShares$93.4 Million0.44% of portfolio
-
Advocacy Wealth Management Services, LLC795KShares$76.1 Million6.76% of portfolio
-
Td Capital Management LLC Memphis, TN437KShares$41.8 Million4.34% of portfolio
-
Bank Of America Corp Charlotte, NC374KShares$35.8 Million0.0% of portfolio
-
Morgan Stanley New York, NY366KShares$35 Million0.0% of portfolio