Bernard Wealth Management Corp. Pimco Investment Grade Corp Bd Transaction History
Bernard Wealth Management Corp.
- $239 Billion
- Q3 2025
A detailed history of Bernard Wealth Management Corp. transactions in Pimco Investment Grade Corp Bd stock. As of the latest transaction made, Bernard Wealth Management Corp. holds 41,507 shares of CORP stock, worth $4.06 Million. This represents 1.71% of its overall portfolio holdings.
Number of Shares
41,507
Previous 37,432
10.89%
Holding current value
$4.06 Million
Previous $3.64 Billion
12.38%
% of portfolio
1.71%
Previous 1.69%
Shares
5 transactions
Others Institutions Holding CORP
# of Institutions
190Shares Held
11MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.77MShares$173 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.11MShares$109 Million0.03% of portfolio
-
Cwm, LLC1.11MShares$108 Million0.33% of portfolio
-
Morgan Stanley New York, NY624KShares$61 Million0.0% of portfolio
-
Ram Investment Partners, LLC Bellevue, WA427KShares$41.8 Million7.9% of portfolio