Financial Network Wealth Advisors’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Financial Network Wealth Advisors’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	–	Sell	-1	Closed	-$95	–	922
2024 Q2	$95	Buy	+1	New	+$94	﹤0.01%	937

Other funds holding LDUR

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

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

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

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 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

Financial Network Wealth Advisors's LDUR Position: Q3 2024 in Review

Financial Network Wealth Advisors sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q3 2024, closing a stake of 1 share — an estimated $95 sold.

Financial Network Wealth Advisors first reported a position in LDUR in Q2 2024 and held it in 1 quarter. The position peaked at $95 in Q2 2024. 149 funds tracked by Wall St. Rank hold LDUR as of Q3 2024.

Financial Network Wealth Advisors reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q3 2024 after selling out during the quarter.
Financial Network Wealth Advisors sold 1 PIMCO Enhanced Low Duration Active Exchange-Traded Fund share in Q3 2024, an estimated $95.
Financial Network Wealth Advisors first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q2 2024 and held it in 1 quarter.
Financial Network Wealth Advisors's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $95 in Q2 2024.
149 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q3 2024.

Based on Financial Network Wealth Advisors's 13F filing for Q3 2024, filed 15 Nov 2024.