Concurrent Investment Advisors, LLC Pimco Active Bond Exchange Tra Transaction History
Concurrent Investment Advisors, LLC
- $3.39 Trillion
- Q3 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Pimco Active Bond Exchange Tra stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 328,192 shares of BOND stock, worth $30.2 Million. This represents 0.92% of its overall portfolio holdings.
Number of Shares
328,192
Previous 309,871
5.91%
Holding current value
$30.2 Million
Previous $28.2 Billion
10.02%
% of portfolio
0.92%
Previous 0.93%
Shares
4 transactions
Others Institutions Holding BOND
# of Institutions
428Shares Held
36.6MCall Options Held
0Put Options Held
0-
Cwm, LLC3.61MShares$332 Million1.47% of portfolio
-
Morgan Stanley New York, NY2.89MShares$266 Million0.02% of portfolio
-
Tectonic Advisors LLC Plano, TX1.83MShares$168 Million11.57% of portfolio
-
Envestnet Asset Management Inc1.45MShares$133 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA1.2MShares$111 Million0.03% of portfolio