AE Wealth Management LLC
Position in PRFD — PIMCO Preferred and Capital Securities Active Exchange-Traded Fund
CIK 1697723
TOPEKA, KS
All Filings in PRFD
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-09-30 PRFD | $579,797 | 11,193 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 PRFD | $613,320 | 12,033 | Shares | Other | 2025-08-06 | |
| 2025-03-31 PRFD | $577,537 | 11,424 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 PRFD | $576,407 | 11,464 | Shares | Other | 2025-02-13 | |
| 2024-09-30 PRFD | $6,073,288 | 117,540 | Shares | Other | 2024-11-14 | |
| 2024-06-30 PRFD | $398,907 | 8,036 | Shares | Sole | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||