Baystate Wealth Management’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Baystate Wealth Management’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
2023 Q4	$15.1K	Buy	+159	New	+$14.9K	﹤0.01%	628

Other funds holding LDUR

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EGWAG

Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TCM

TD Capital Management Memphis, Tennessee $1.11B AUM 10.06% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baystate Wealth Management's LDUR Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q4 2023: 159 shares worth $15.1K. The stake represents ﹤0.01% of the portfolio and ranks #628 among its holdings.

160 funds tracked by Wall St. Rank hold LDUR as of Q4 2023.

Baystate Wealth Management held 159 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $15.1K as of Q4 2023.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund was a new Baystate Wealth Management position in Q4 2023.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #628 holding.
160 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.