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Silver Oak Securities’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Silver Oak Securities’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
2023
Q4 		– Sell
-350
Closed -$32.8K – 518
2023
Q3 		$32.8K Buy
+350
New +$32.8K 0.01% 388
2022
Q4 		– Sell
-350
Closed -$32.8K – 394
2022
Q3 		$32.8K Buy
+350
New +$33.5K 0.01% 388

Other funds holding LDUR

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCM
TD Capital Management Memphis, Tennessee $1.11B AUM 10.06% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Silver Oak Securities's LDUR Position: Q4 2023 in Review

Silver Oak Securities sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q4 2023, closing a stake of 350 shares — an estimated $32.8K sold.

Silver Oak Securities first reported a position in LDUR in Q3 2022 and held it in 2 quarters. The position peaked at $32.8K in Q3 2023. 160 funds tracked by Wall St. Rank hold LDUR as of Q4 2023.

  • Silver Oak Securities reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q4 2023 after selling out during the quarter.
  • Silver Oak Securities sold 350 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q4 2023, an estimated $32.8K.
  • Silver Oak Securities first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q3 2022 and held it in 2 quarters.
  • Silver Oak Securities's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $32.8K in Q3 2023.
  • 160 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q4 2023.

Based on Silver Oak Securities's 13F filing for Q4 2023, filed 5 Feb 2024.