CUSIP 72388E605
PIONEER MULTI-ASSET ULTR
4 institutions · $2.0M total · 203,631 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | ENCOMPASS WEALTH ADVISORS, LLC | 181,259 | $1.8M | 89.01% | 2024-09-30 |
| 2 | Ethos Financial Group, LLC | 21,225 | $202.5K | 10.42% | 2023-06-30 |
| 3 | TUCKER ASSET MANAGEMENT LLC | 1,036 | $10.0K | 0.50% | 2024-12-31 |
| 4 | ORG Partners LLC | 111 | $1.1K | 0.05% | 2024-06-30 |