Ritter Daniher Financial Advisory’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Ritter Daniher Financial Advisory’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	-75	Closed	-$7.09K	–	324
2024 Q2	$7.09K	Buy	75 +1	+1%	+$94	﹤0.01%	248
2024 Q1	$7.04K	Sell	74 -2,323	-97%	-$220K	﹤0.01%	239
2023 Q4	$227K	Sell	2,397 -9,282	-79%	-$872K	0.08%	72
2023 Q3	$1.09M	Sell	11,679 -6,179	-35%	-$579K	0.46%	18
2023 Q2	$1.67M	Sell	17,858 -15,546	-47%	-$1.47M	0.69%	16
2023 Q1	$3.17M	Buy	33,404 +4,060	+14%	+$384K	1.39%	12
2022 Q4	$2.77M	Buy	+29,344	New	+$2.76M	1.32%	13

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

Ritter Daniher Financial Advisory's LDUR Position: Q3 2024 in Review

Ritter Daniher Financial Advisory sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q3 2024, closing a stake of 75 shares — an estimated $7.09K sold.

Ritter Daniher Financial Advisory first reported a position in LDUR in Q4 2022 and held it in 7 quarters. The position peaked at $3.17M in Q1 2023. 149 funds tracked by Wall St. Rank hold LDUR as of Q3 2024.

Ritter Daniher Financial Advisory reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q3 2024 after selling out during the quarter.
Ritter Daniher Financial Advisory sold 75 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q3 2024, an estimated $7.09K.
Ritter Daniher Financial Advisory first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q4 2022 and held it in 7 quarters.
Ritter Daniher Financial Advisory's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $3.17M in Q1 2023.
149 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q3 2024.

Based on Ritter Daniher Financial Advisory's 13F filing for Q3 2024, filed 7 Nov 2024.