Williams & Novak, LLC Pimco Equity Ser Rafi Esg U S Transaction History

Williams & Novak, LLC

$130 Billion
Q3 2025

A detailed history of Williams & Novak, LLC transactions in Pimco Equity Ser Rafi Esg U S stock. As of the latest transaction made, Williams & Novak, LLC holds 5,000 shares of RAFE stock, worth $201,750. This represents 0.16% of its overall portfolio holdings.

Number of Shares

5,000

Holding current value

$201,750

% of portfolio

0.16%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 29, 2025	BUY	$37.49 - $40.7 $187,450 - $203,500	5,000 New	5,000 $204 Million

Others Institutions Holding RAFE

# of Institutions

Shares Held

1.54M

Call Options Held

Put Options Held

Sellwood Investment Partners LLC Portland, OR

509K
Shares

$20.5 Million
8.24% of portfolio
Northwest Bancshares, Inc. Warren, PA

161K
Shares

$6.49 Million
1.09% of portfolio
Balanced Rock Investment Advisor Roslindale, MA

151K
Shares

$6.09 Million
4.51% of portfolio
Arlington Financial Advisors, LLC

133K
Shares

$5.37 Million
1.01% of portfolio
Commonwealth Equity Services, LLC

109K
Shares

$4.39 Million
0.01% of portfolio

View Full List

About PIMCO EQUITY SER RAFI ESG U S

Ticker RAFE
Sector ETFs
Industry ETFs

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Williams & Novak, LLC Pimco Equity Ser Rafi Esg U S Transaction History