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Pimco shares owned by Roger Wittlin Investment Advisory

Quarter-by-quarter ownership of Pimco (PYLD) shares owned by Roger Wittlin Investment Advisory from 13F filings

Historical chart of Roger Wittlin Investment Advisory investment in Pimco

Tip: Access up to 7 years of quarterly data

All positions including Pimco held by Roger Wittlin Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco by Roger Wittlin Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $734k 29k 25.76

More positions owned by Roger Wittlin Investment Advisory

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Core S&p Ttl Stk (ITOT)
Pimco Etf Tr Sr Ln Active Etf (LONZ)
Pimco Etf Tr Active Bd Etf (BOND)
Spdr Ser Tr SPDR S&P1500VL (VLU)
Vanguard Index Fds Mid Cap Etf (VO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Roger Wittlin Investment Advisory

Top funds holding Pimco

HighTower Advisors
Krilogy Financial
Berger Financial Group
Pictet North America Advisors SA
First Heartland Consultants
Wealth Alliance Advisory Group
EnRich Financial Partners
Sanchez Wealth Management Group
Kelman-Lazarov
Wells Fargo & Company
Orion Portfolio Solutions
Bridgewealth Advisory Group
Aveo Capital Partners
Beta Wealth
LPL Financial

View all funds holding Pimco