PP
LDUR icon

Professional Planning’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Professional Planning’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
2021
Q3 		$263K Buy
+2,583
New +$263K 0.13% 111

Other funds holding LDUR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TFA
Tobias Financial Advisors Plantation, Florida $718M AUM 15.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return

Professional Planning's LDUR Position: Q3 2021 in Review

Professional Planning opened a new position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q3 2021: 2,583 shares worth $263K. The stake represents 0.13% of the portfolio and ranks #111 among its holdings.

126 funds tracked by Wall St. Rank hold LDUR as of Q3 2021.

  • Professional Planning held 2,583 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $263K as of Q3 2021.
  • PIMCO Enhanced Low Duration Active Exchange-Traded Fund was a new Professional Planning position in Q3 2021.
  • PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 0.13% of Professional Planning's portfolio in Q3 2021, its #111 holding.
  • 126 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q3 2021.

Based on Professional Planning's 13F filing for Q3 2021, filed 15 Nov 2021.