Want to track PCQ and more in your Portfolio? 🎯
Sign up for Marketlog, a portfolio tracker that will exceed your expectations!
PIMCO California Municipal Income Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 23,992 | $215,200 | $210,649.76 | -$4,550.24 | -2.11% |
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 421,952 | $3.68M | $3.74M | $60,512.96 | 1.65% |
 Daniel L. Lippincott Karpus Management Inc. | 2.03M | $17.72M | $17.86M | $136,149.9 | 0.77% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 538,721 | $4.7M | $4.63M | -$70,033.73 | -1.49% |
 Penny A. Phillips Journey Strategic Wealth LLC | 17,000 | $148,410 | $146,030 | -$2,380 | -1.6% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 193,424 | $1.71M | $1.66M | -$46,243 | -2.71% |
| NH Nathaniel Holden Core Wealth Partners LLC | 163,762 | $1.48M | $1.41M | -$68,479.8 | -4.64% |
| PIL PFG Investments LLC PFG Investments LLC | 52,557 | $471,281.18 | $451,464.63 | -$19,816.55 | -4.2% |
 Norden Group LLC NORDEN GROUP LLC | 24,946 | $248,462 | $214,286.14 | -$34,175.86 | -13.75% |
 Christopher C. Powers Farther Finance Advisors, LLC | 19,489 | $168,027.86 | $167,410.51 | -$617.35 | -0.37% |
 MICHAEL DE LUZ Williams & Novak, LLC | 403,583 | $3.6M | $3.47M | -$134,102.97 | -3.72% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 3,120 | $27,178 | $27,612 | $434 | 1.6% |
 James A. Slabaugh SEAMOUNT FINANCIAL GROUP INC | 14,436 | $123,861 | $124,005.24 | $144.24 | 0.12% |
 Chris M. Frantz Catalina Capital Group, LLC | 32,700 | $283,527.08 | $280,893 | -$2,634.08 | -0.93% |
 Neil Azous Rareview Capital LLC | 55,690 | $478,376.66 | $478,377.1 | $0.44 | - |
| RN Ron New Whipplewood Advisors LLC | 21,442 | $187,208.38 | $184,186.78 | -$3,021.6 | -1.61% |
| DN Daniel Newman Noble Wealth Management PBC | 13,654 | $119,062.68 | $117,287.86 | -$1,774.82 | -1.49% |
