EverSource Wealth Advisors, LLC
Position in PRFD — PIMCO Preferred and Capital Securities Active Exchange-Traded Fund
CIK 1710537
BIRMINGHAM, AL
All Filings in PRFD
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 PRFD | $912 | 18 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 PRFD | $927 | 18 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 PRFD | $3,004 | 58 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 PRFD | $5,963 | 117 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 PRFD | $5,914 | 117 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 PRFD | $5,882 | 117 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 PRFD | $6,045 | 117 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 PRFD | $5,807 | 117 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 PRFD | $5,806 | 117 | Shares | Sole | 2024-06-11 | |
| No filing history on record for this holder in this stock. | ||||||