Financial Synergies Wealth Advisors, Inc. Pimco Investment Grade Corp Bd Transaction History
Financial Synergies Wealth Advisors, Inc.
- $806 Billion
- Q4 2024
Shares
1 transactions
Others Institutions Holding CORP
# of Institutions
183Shares Held
10.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC2.08MShares$200 Million0.02% of portfolio
-
Cwm, LLC1.32MShares$126 Million0.52% of portfolio
-
Migdal Insurance & Financial Holdings Ltd.944KShares$90.7 Million1.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC648KShares$62.2 Million0.03% of portfolio
-
Morgan Stanley New York, NY573KShares$55 Million0.0% of portfolio