Napa Wealth Management Pimco Rafi Dynamic Multi Facto Transaction History

Napa Wealth Management

$209 Billion
Q2 2025

A detailed history of Napa Wealth Management transactions in Pimco Rafi Dynamic Multi Facto stock. As of the latest transaction made, Napa Wealth Management holds 22,893 shares of MFDX stock, worth $853,451. This represents 0.39% of its overall portfolio holdings.

Number of Shares

22,893

Holding current value

$853,451

% of portfolio

0.39%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 14, 2025	BUY	$28.94 - $35.94 $662,523 - $822,774	22,893 New	22,893 $823 Million

Others Institutions Holding MFDX

# of Institutions

Shares Held

8.88M

Call Options Held

Put Options Held

Schiavi & CO LLC Wilmington, DE

3.21M
Shares

$120 Million
45.11% of portfolio
Financial Consulate, Inc

1.63M
Shares

$60.7 Million
12.03% of portfolio
Fundamentun, LLC Beachwood, OH

1.23M
Shares

$45.9 Million
2.23% of portfolio
Mariner, LLC Overland Park, KS

877K
Shares

$32.7 Million
0.05% of portfolio
Austin Wealth Management, LLC Austin, TX

270K
Shares

$10.1 Million
1.68% of portfolio

View Full List

About PIMCO RAFI DYNAMIC MULTI-FACTO

Ticker MFDX
Sector ETFs
Industry ETFs

More about MFDX

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Napa Wealth Management Pimco Rafi Dynamic Multi Facto Transaction History