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

Tiedemann 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
2023
Q2 		– Sell
-6,214
Closed -$590K – 263
2023
Q1 		$590K Buy
+6,214
New +$587K 0.03% 142

Other funds holding LDUR

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
TCM
TD Capital Management Memphis, Tennessee $1.11B AUM 10.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
TFA
Tobias Financial Advisors Plantation, Florida $718M AUM 15.66% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Tiedemann Advisors's LDUR Position: Q2 2023 in Review

Tiedemann Advisors sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q2 2023, closing a stake of 6,214 shares — an estimated $590K sold.

Tiedemann Advisors first reported a position in LDUR in Q1 2023 and held it in 1 quarter. The position peaked at $590K in Q1 2023. 149 funds tracked by Wall St. Rank hold LDUR as of Q2 2023.

  • Tiedemann Advisors reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q2 2023 after selling out during the quarter.
  • Tiedemann Advisors sold 6,214 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q2 2023, an estimated $590K.
  • Tiedemann Advisors first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q1 2023 and held it in 1 quarter.
  • Tiedemann Advisors's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $590K in Q1 2023.
  • 149 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2023.

Based on Tiedemann Advisors's 13F filing for Q2 2023, filed 20 Jul 2023.