Collaborative Wealth Managment Inc. Pimco Corporate & Income Opportunity Fund Transaction History
Collaborative Wealth Managment Inc.
- $200 Million
- Q2 2024
A detailed history of Collaborative Wealth Managment Inc. transactions in Pimco Corporate & Income Opportunity Fund stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 30,116 shares of PTY stock, worth $436,079. This represents 0.22% of its overall portfolio holdings.
Number of Shares
30,116
Previous 13,676
120.21%
Holding current value
$436,079
Previous $203,000
111.82%
% of portfolio
0.22%
Previous 0.1%
Shares
11 transactions
Others Institutions Holding PTY
# of Institutions
175Shares Held
19.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.13MShares$30.8 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.9MShares$27.5 Million0.01% of portfolio
-
Xml Financial, LLC1.31MShares$19 Million1.9% of portfolio
-
Commonwealth Equity Services, LLC992KShares$14.4 Million0.02% of portfolio
-
Cetera Investment Advisers Schaumburg, IL855KShares$12.4 Million0.03% of portfolio
About PIMCO CORPORATE & INCOME OPPORTUNITY FUND
- Ticker PTY
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- PIMCO Corporate & Income Opportunity Fund is a closed-ended fixed income mutual fund launched and managed by Allianz Global Investors Fund Management LLC. It is co-managed by Pacific Investment Management Company LLC. The fund invests in fixed income markets across the globe. It invests in corporate debt obligations rated in the lowest inves...