CL
LDUR icon

CPWM LLC’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

CPWM LLC’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
2022
Q3 		$565K Sell
5,963
-2,343
-28% -$224K 0.05% 181
2022
Q2 		$798K Sell
8,306
-561
-6% -$54.4K 0.07% 179
2022
Q1 		$865K Sell
8,867
-11,580
-57% -$1.15M 0.06% 160
2021
Q4 		$2.08M Hold
20,447
– – 0.16% 89
2021
Q3 		$2.08M Sell
20,447
-3,655
-15% -$372K 0.19% 73
2021
Q2 		$2.45M Buy
24,102
+10,609
+79% +$1.08M 0.18% 65
2021
Q1 		$1.38M Buy
13,493
+7,665
+132% +$783K 0.12% 114
2020
Q4 		$595K Buy
+5,828
New +$595K 0.05% 186

Other funds holding LDUR

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $17.9B AUM 21.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return
TCM
TD Capital Management Memphis, Tennessee $1.11B AUM 10.06% 1-Year Est. Return