Concurrent Investment Advisors, LLC Pimco Active Bond Exchange Tra Transaction History
Concurrent Investment Advisors, LLC
- $3.71 Trillion
- Q4 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Pimco Active Bond Exchange Tra stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 381,576 shares of BOND stock, worth $35.2 Million. This represents 0.93% of its overall portfolio holdings.
Number of Shares
381,576
Previous 328,192
16.27%
Holding current value
$35.2 Million
Previous $31.1 Billion
11.12%
% of portfolio
0.93%
Previous 0.92%
Shares
5 transactions
Others Institutions Holding BOND
# of Institutions
482Shares Held
46MCall Options Held
0Put Options Held
0-
Cwm, LLC3.74MShares$345 Million1.4% of portfolio
-
Morgan Stanley New York, NY3.19MShares$295 Million0.02% of portfolio
-
Essential Planning, Llc. Portsmouth, NH1.89MShares$175 Million1.15% of portfolio
-
Tectonic Advisors LLC Plano, TX1.63MShares$151 Million9.86% of portfolio
-
Wells Fargo & Company San Francisco, CA1.55MShares$143 Million0.03% of portfolio