Mark Sheptoff Financial Planning, LLC Pimco Enhanced Low Duration Ac Transaction History
Mark Sheptoff Financial Planning, LLC
- $197 Million
- Q3 2025
A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Pimco Enhanced Low Duration Ac stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 75 shares of LDUR stock, worth $7,196. This represents 0.0% of its overall portfolio holdings.
Number of Shares
75
Previous 75
-0.0%
Holding current value
$7,196
Previous $7,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding LDUR
# of Institutions
174Shares Held
8.41MCall Options Held
0Put Options Held
0-
Cwm, LLC924KShares$88.7 Million0.27% of portfolio
-
Advocacy Wealth Management Services, LLC892KShares$85.6 Million4.47% of portfolio
-
Wells Fargo & Company San Francisco, CA588KShares$56.4 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC431KShares$41.3 Million0.01% of portfolio
-
Td Capital Management LLC Memphis, TN428KShares$41.1 Million3.8% of portfolio