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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$801K Buy
8,403
+695
+9% +$66.3K 0.05% 81
2024
Q3
$740K Sell
7,708
-63
-0.8% -$6.05K 0.05% 97
2024
Q2
$736K Buy
7,771
+671
+9% +$63.5K 0.05% 103
2024
Q1
$674K Buy
7,100
+412
+6% +$39.1K 0.05% 105
2023
Q4
$636K Buy
6,688
+102
+2% +$9.7K 0.06% 99
2023
Q3
$617K Buy
+6,586
New +$617K 0.07% 89