Legacy Capital Wealth Partners, LLC Pimco Enhanced Low Duration Ac Transaction History

Legacy Capital Wealth Partners, LLC

$463 Million
Q3 2025

A detailed history of Legacy Capital Wealth Partners, LLC transactions in Pimco Enhanced Low Duration Ac stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 17,875 shares of LDUR stock, worth $1.72 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

17,875

Previous 18,077 1.12%

Holding current value

$1.72 Million

Previous $1.73 Million 0.81%

% of portfolio

0.37%

Previous 0.39%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	SELL	$95.22 - $96.21 $19,234 - $19,434	-202 Reduced 1.12%	17,875 $1.72 Million
Q2 2025 Aug 13, 2025	BUY	$94.78 - $95.97 $386,133 - $390,981	4,074 Added 29.09%	18,077 $1.73 Million
Q1 2025 May 02, 2025	BUY	$94.87 - $96.11 $423,499 - $429,035	4,464 Added 46.8%	14,003 $1.34 Million
Q4 2024 Jan 30, 2025	BUY	$94.79 - $95.69 $1,137 - $1,148	12 Added 0.13%	9,539 $906,000
Q3 2024 Nov 04, 2024	BUY	$94.39 - $96.15 $1,132 - $1,153	12 Added 0.13%	9,527 $914,000

Q2 2024 Aug 01, 2024	BUY	$94.04 - $94.67 $894,790 - $900,785	9,515 New	9,515 $900,000
Q4 2023 Feb 05, 2024	BUY	$93.33 - $95.07 $1,026 - $1,045	11 Added 0.12%	9,491 $899,000
Q3 2023 Oct 16, 2023	BUY	$93.22 - $94.05 $883,725 - $891,594	9,480 New	9,480 $888,000

Others Institutions Holding LDUR

# of Institutions

174

Shares Held

8.41M

Call Options Held

Put Options Held

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Legacy Capital Wealth Partners, LLC Pimco Enhanced Low Duration Ac Transaction History