Marshall & Sterling Wealth Advisors Inc. Pimco Active Bond Exchange Tra Transaction History
Marshall & Sterling Wealth Advisors Inc.
- $156 Billion
- Q3 2025
A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Pimco Active Bond Exchange Tra stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 36 shares of BOND stock, worth $3,358. This represents 0.0% of its overall portfolio holdings.
Number of Shares
36
Previous 36
-0.0%
Holding current value
$3,358
Previous $3.25 Million
2.58%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding BOND
# of Institutions
524Shares Held
52.6MCall Options Held
15KPut Options Held
0-
Cwm, LLC3.97MShares$371 Million1.12% of portfolio
-
Morgan Stanley New York, NY2.96MShares$276 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.31MShares$215 Million0.07% of portfolio
-
Envestnet Asset Management Inc2.12MShares$198 Million0.06% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.67MShares$156 Million0.23% of portfolio