Accredited Wealth Management, LLC Pimco Active Bond Exchange Tra Transaction History
Accredited Wealth Management, LLC
- $114 Billion
- Q4 2024
A detailed history of Accredited Wealth Management, LLC transactions in Pimco Active Bond Exchange Tra stock. As of the latest transaction made, Accredited Wealth Management, LLC holds 20,864 shares of BOND stock, worth $1.93 Million. This represents 1.66% of its overall portfolio holdings.
Number of Shares
20,864Holding current value
$1.93 Million% of portfolio
1.66%Shares
1 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
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Tectonic Advisors LLC Plano, TX1.63MShares$151 Million9.86% of portfolio
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Wells Fargo & Company San Francisco, CA1.55MShares$143 Million0.03% of portfolio