Kingswood Wealth Advisors, LLC Pimco Active Bond Exchange Tra Transaction History
Kingswood Wealth Advisors, LLC
- $1.33 Trillion
- Q4 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Pimco Active Bond Exchange Tra stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 5,513 shares of BOND stock, worth $505,542. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,513
Previous 5,063
8.89%
Holding current value
$505,542
Previous $480 Million
3.93%
% of portfolio
0.04%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding BOND
# of Institutions
483Shares Held
46MCall 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