Crestmont Private Wealth LLC Pimco Active Bond Exchange Tra Transaction History
Crestmont Private Wealth LLC
- $303 Billion
- Q3 2025
A detailed history of Crestmont Private Wealth LLC transactions in Pimco Active Bond Exchange Tra stock. As of the latest transaction made, Crestmont Private Wealth LLC holds 185,325 shares of BOND stock, worth $17.3 Million. This represents 5.72% of its overall portfolio holdings.
Number of Shares
185,325
Previous 180,153
2.87%
Holding current value
$17.3 Million
Previous $16.6 Billion
4.18%
% of portfolio
5.72%
Previous 6.0%
Shares
2 transactions
Others Institutions Holding BOND
# of Institutions
524Shares Held
52.6MCall Options Held
15KPut Options Held
0-
Cwm, LLC3.97MShares$371 Million1.12% of portfolio
-
Morgan Stanley New York, NY2.96MShares$276 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC2.31MShares$215 Million0.07% of portfolio
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Envestnet Asset Management Inc2.12MShares$198 Million0.06% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ1.67MShares$156 Million0.23% of portfolio