Tobias Financial Advisors, Inc. Pimco Enhanced Low Duration Ac Transaction History
Tobias Financial Advisors, Inc.
- $431 Million
- Q1 2024
A detailed history of Tobias Financial Advisors, Inc. transactions in Pimco Enhanced Low Duration Ac stock. As of the latest transaction made, Tobias Financial Advisors, Inc. holds 3,377 shares of LDUR stock, worth $319,227. This represents 0.07% of its overall portfolio holdings.
Number of Shares
3,377
Previous 4,689
27.98%
Holding current value
$319,227
Previous $444,000
27.93%
% of portfolio
0.07%
Previous 0.11%
Shares
14 transactions
Others Institutions Holding LDUR
# of Institutions
164Shares Held
6.91MCall Options Held
0Put Options Held
0-
Cwm, LLC987KShares$93.3 Million0.46% of portfolio
-
Bank Of America Corp Charlotte, NC502KShares$47.4 Million0.0% of portfolio
-
Td Capital Management LLC Memphis, TN404KShares$38.2 Million4.11% of portfolio
-
Advocacy Wealth Management Services, LLC387KShares$36.6 Million3.44% of portfolio
-
Morgan Stanley New York, NY321KShares$30.4 Million0.0% of portfolio