Forteris Wealth Management Inc. Pimco Active Bond Exchange Tra Transaction History
Forteris Wealth Management Inc.
- $102 Billion
- Q4 2025
A detailed history of Forteris Wealth Management Inc. transactions in Pimco Active Bond Exchange Tra stock. As of the latest transaction made, Forteris Wealth Management Inc. holds 26,049 shares of BOND stock, worth $2.43 Million. This represents 2.39% of its overall portfolio holdings.
Number of Shares
26,049Holding current value
$2.43 Million% of portfolio
2.39%Shares
1 transactions
Others Institutions Holding BOND
# of Institutions
530Shares Held
52.8MCall Options Held
15KPut Options Held
0-
Cwm, LLC4.15MShares$387 Million1.05% of portfolio
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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