Epg Wealth Management LLC Pimco Active Bond Exchange Tra Transaction History
Epg Wealth Management LLC
- $396 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding BOND
# of Institutions
457Shares Held
39.8MCall Options Held
0Put Options Held
0-
Cwm, LLC3.61MShares$327 Million1.47% of portfolio
-
Morgan Stanley New York, NY2.8MShares$254 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
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Wells Fargo & Company San Francisco, CA1.52MShares$137 Million0.03% of portfolio