Catalyst Wealth Management, LLC Pimco Active Bond Exchange Tra Transaction History
Catalyst Wealth Management, LLC
- $107 Billion
- Q1 2023
A detailed history of Catalyst Wealth Management, LLC transactions in Pimco Active Bond Exchange Tra stock. As of the latest transaction made, Catalyst Wealth Management, LLC holds 2,923 shares of BOND stock, worth $267,805. This represents 0.25% of its overall portfolio holdings.
Number of Shares
2,923
Previous 2,471
18.29%
Holding current value
$267,805
Previous $224 Million
21.27%
% of portfolio
0.25%
Previous 0.21%
Shares
2 transactions
Others Institutions Holding BOND
# of Institutions
427Shares Held
37MCall Options Held
0Put Options Held
0-
Cwm, LLC3.61MShares$331 Million1.47% of portfolio
-
Morgan Stanley New York, NY2.89MShares$265 Million0.02% of portfolio
-
Tectonic Advisors LLC Plano, TX1.83MShares$168 Million11.57% of portfolio
-
Envestnet Asset Management Inc1.45MShares$133 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA1.2MShares$110 Million0.03% of portfolio