Ifp Advisors, Inc Pimco Rafi Dynamic Multi Facto Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 07, 2023	BUY	$34.79 - $40.26 $103,500 - $119,773	2,975 Added 50.0%	8,925 $252,000
Q2 2022 Sep 06, 2022	BUY	$35.31 - $42.06 $210,094 - $250,257	5,950 New	5,950 $168,000
Q2 2022 Aug 12, 2022	SELL	$35.31 - $42.06 $210,094 - $250,257	-5,950 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$38.62 - $42.08 $229,788 - $250,376	5,950 New	5,950 $0
Q3 2021 Oct 06, 2021	SELL	$37.43 - $39.88 $0 - $0	0 Closed	0 $0
Q2 2021 Jul 13, 2021	BUY	$36.6 - $39.39 $0 - $0	0 New	0 $0
Q1 2021 Apr 30, 2021	BUY	$33.45 - $36.77 $0 - $0	0 New	0 $0
Q4 2020 Jan 25, 2021	BUY	$29.2 - $33.92 $0 - $0	0 New	0 $0
Q3 2020 Oct 29, 2020	BUY	$27.43 - $31.21 $0 - $0	0 New	0 $0
Q2 2020 Aug 05, 2020	BUY	$22.58 - $29.56 $0 - $0	0 New	0 $0
Q1 2020 May 12, 2020	BUY	$20.76 - $32.05 $0 - $0	0 New	0 $0

Others Institutions Holding MFUS

# of Institutions

23

Shares Held

2.61M

Call Options Held

0

Put Options Held

0

Schiavi & CO LLC Wilmington, DE

1.33M
Shares

$66.8 Million
24.42% of portfolio
Austin Wealth Management, LLC Austin, TX

564K
Shares

$28.4 Million
6.18% of portfolio
Baker Ellis Asset Management LLC

216K
Shares

$10.9 Million
1.57% of portfolio
Williams & Novak, LLC Westlake Village, CA

135K
Shares

$6.78 Million
6.36% of portfolio
Goldman Sachs Group Inc New York, NY

57K
Shares

$2.87 Million
0.0% of portfolio

About PIMCO RAFI DYNAMIC MULTI-FACTO

Ticker MFUS
Sector ETFs
Industry ETFs

More about MFUS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ifp Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Ifp Advisors, Inc with notifications on news.