Ifp Advisors, Inc Pimco Rafi Dynamic Multi Facto Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 07, 2023	BUY	$34.79 - $40.26 $103,500 - $119,773	2,975 Added 50.0%	8,925 $252,000
Q2 2022 Sep 06, 2022	BUY	$35.31 - $42.06 $210,094 - $250,257	5,950 New	5,950 $168,000
Q2 2022 Aug 12, 2022	SELL	$35.31 - $42.06 $210,094 - $250,257	-5,950 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$38.62 - $42.08 $229,788 - $250,376	5,950 New	5,950 $0
Q3 2021 Oct 06, 2021	SELL	$37.43 - $39.88 $0 - $0	0 Closed	0 $0
Q2 2021 Jul 13, 2021	BUY	$36.6 - $39.39 $0 - $0	0 New	0 $0
Q1 2021 Apr 30, 2021	BUY	$33.45 - $36.77 $0 - $0	0 New	0 $0
Q4 2020 Jan 25, 2021	BUY	$29.2 - $33.92 $0 - $0	0 New	0 $0
Q3 2020 Oct 29, 2020	BUY	$27.43 - $31.21 $0 - $0	0 New	0 $0
Q2 2020 Aug 05, 2020	BUY	$22.58 - $29.56 $0 - $0	0 New	0 $0
Q1 2020 May 12, 2020	BUY	$20.76 - $32.05 $0 - $0	0 New	0 $0

Others Institutions Holding MFUS

# of Institutions

23

Shares Held

2.61M

Call Options Held

0

Put Options Held

0

Schiavi & CO LLC Wilmington, DE

1.33M
Shares

$66.9 Million
24.42% of portfolio
Austin Wealth Management, LLC Austin, TX

564K
Shares

$28.4 Million
6.18% of portfolio
Baker Ellis Asset Management LLC

216K
Shares

$10.9 Million
1.57% of portfolio
Williams & Novak, LLC Westlake Village, CA

135K
Shares

$6.79 Million
6.36% of portfolio
Goldman Sachs Group Inc New York, NY

57K
Shares

$2.87 Million
0.0% of portfolio

About PIMCO RAFI DYNAMIC MULTI-FACTO

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