Cyndeo Wealth Partners, LLC Pimco Active Bond Exchange Tra Transaction History
Cyndeo Wealth Partners, LLC
- $1.42 Billion
- Q4 2024
A detailed history of Cyndeo Wealth Partners, LLC transactions in Pimco Active Bond Exchange Tra stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 10,962 shares of BOND stock, worth $1.01 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
10,962
Previous 12,471
12.1%
Holding current value
$1.01 Million
Previous $1.18 Million
15.95%
% of portfolio
0.07%
Previous 0.08%
Shares
3 transactions
Others Institutions Holding BOND
# of Institutions
482Shares Held
45.7MCall Options Held
0Put Options Held
0-
Cwm, LLC3.74MShares$343 Million1.4% of portfolio
-
Morgan Stanley New York, NY3.19MShares$293 Million0.02% of portfolio
-
Essential Planning, Llc. Portsmouth, NH1.89MShares$174 Million1.15% of portfolio
-
Tectonic Advisors LLC Plano, TX1.63MShares$150 Million9.86% of portfolio
-
Wells Fargo & Company San Francisco, CA1.55MShares$142 Million0.03% of portfolio