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PENSION & WEALTH MANAGEMENT ADVISORS, INC. → RARE
PENSION & WEALTH MANAGEMENT ADVISORS, INC. RARE Position History
Ultragenyx Pharmaceutical Inc. • Healthcare
Quarters held
1
Latest value
$2K
Q3 2026
Peak value
$2K
First seen
Q3 2026
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2K | 115 | — | — |
Other funds holding RARE
$365.5M
$356.7M
$283.9M
$219.1M
$213.3M
$205.6M
$205.6M
$155.5M
Other PENSION & WEALTH MANAGEMENT ADVISORS, INC. positions
FIS
$30.2MFIDELITY TOTAL BOND ETF
FIS
$27.4MFIDELITY TOTAL BOND ETF
STT-PG
$27.2MSTATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF
FIS
$26.9MFIDELITY TOTAL BOND ETF
FIS
$26.8MFIDELITY TOTAL BOND ETF
STT-PG
$26.2MSTATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF
STT-PG
$25.7MSTATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF
STT-PG
$25.7MSTATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF