9258 Wealth Management, LLC Pimco Active Bond Exchange Tra Transaction History
9258 Wealth Management, LLC
- $664 Million
- Q3 2024
A detailed history of 9258 Wealth Management, LLC transactions in Pimco Active Bond Exchange Tra stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 2,506 shares of BOND stock, worth $223,936. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,506
Previous 2,666
6.0%
Holding current value
$223,936
Previous $242,000
2.07%
% of portfolio
0.04%
Previous 0.04%
Shares
10 transactions
Others Institutions Holding BOND
# of Institutions
450Shares Held
39.4MCall Options Held
0Put Options Held
0-
Cwm, LLC3.61MShares$323 Million1.47% of portfolio
-
Morgan Stanley New York, NY2.8MShares$251 Million0.02% of portfolio
-
Tectonic Advisors LLC Plano, TX1.83MShares$163 Million11.57% of portfolio
-
Envestnet Asset Management Inc1.57MShares$140 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA1.52MShares$135 Million0.03% of portfolio