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Get Institutions for : 
Pimco Preferred And Capital Securities Active Etf (PRFD)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 14    3
Total shares held : 
 1,306,499  
% of shares held : 
 14.52%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   4  
Amount of shares held : 
 -421,547  
% of shares held change : 
   -4.68%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
4
 90,135
 6.9%
 
Increased Positions :
5
 427,590
 32.73%
 
Unchanged Positions :
1
 151
 0.01%
 
Decreased Positions :
4
-939,153
-71.88%
 
Closed Positions :
1
-119
-0.01%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BANK OF MONTREAL /CAN/ 1571 *New 2023-12-31 23,400 $1,138,000 23,400
   Financial Synergies Wealth Advisors Inc. 94 *New 2024-03-31 2,393 $119,000 2,393
   Dunhill Financial LLC 508 *New 2023-12-31 86 $1,000 86
  3 Records found
  1    
  Page 1 of 1
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