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Argent Financial Group’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Argent Financial Group’s Portfolio LDUR Stock Details LDUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$380K Buy
+3,958
New +$378K 0.05% 239

Other funds holding LDUR

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
TCM
TD Capital Management Memphis, Tennessee $1.11B AUM 10.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Argent Financial Group's LDUR Position: Q3 2024 in Review

Argent Financial Group opened a new position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q3 2024: 3,958 shares worth $380K. The stake represents 0.05% of the portfolio and ranks #239 among its holdings.

149 funds tracked by Wall St. Rank hold LDUR as of Q3 2024.

  • Argent Financial Group held 3,958 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $380K as of Q3 2024.
  • PIMCO Enhanced Low Duration Active Exchange-Traded Fund was a new Argent Financial Group position in Q3 2024.
  • PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 0.05% of Argent Financial Group's portfolio in Q3 2024, its #239 holding.
  • 149 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q3 2024.

Based on Argent Financial Group's 13F filing for Q3 2024, filed 13 Nov 2024.