Dynasty Wealth Management, LLC Pimco Active Bond Exchange Tra Transaction History
Dynasty Wealth Management, LLC
- $3.31 Trillion
- Q3 2024
A detailed history of Dynasty Wealth Management, LLC transactions in Pimco Active Bond Exchange Tra stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 40,204 shares of BOND stock, worth $3.66 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
40,204
Previous 4,939
714.01%
Holding current value
$3.66 Million
Previous $450 Million
321.65%
% of portfolio
0.06%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding BOND
# of Institutions
456Shares Held
39.5MCall Options Held
0Put Options Held
0-
Cwm, LLC3.61MShares$329 Million1.47% of portfolio
-
Morgan Stanley New York, NY2.8MShares$255 Million0.02% of portfolio
-
Tectonic Advisors LLC Plano, TX1.63MShares$148 Million9.86% of portfolio
-
Envestnet Asset Management Inc1.57MShares$142 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA1.52MShares$138 Million0.03% of portfolio