Gen Wealth Group, Inc. Pimco Equity Ser Rafi Esg U S Transaction History
Gen Wealth Group, Inc.
- $448 Million
- Q1 2025
A detailed history of Gen Wealth Group, Inc. transactions in Pimco Equity Ser Rafi Esg U S stock. As of the latest transaction made, Gen Wealth Group, Inc. holds 80,823 shares of RAFE stock, worth $2.91 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
80,823
Previous 80,681
0.18%
Holding current value
$2.91 Million
Previous $2.93 Million
0.68%
% of portfolio
0.65%
Previous 0.67%
Shares
15 transactions
Others Institutions Holding RAFE
# of Institutions
27Shares Held
1.28MCall Options Held
0Put Options Held
0-
Sellwood Investment Partners LLC Portland, OR464KShares$16.7 Million9.07% of portfolio
-
Northwest Bancshares, Inc. Warren, PA164KShares$5.93 Million1.11% of portfolio
-
Arlington Financial Advisors, LLC132KShares$4.74 Million1.0% of portfolio
-
Balanced Rock Investment Advisor Roslindale, MA111KShares$4 Million3.19% of portfolio
-
Commonwealth Equity Services, LLC75.9KShares$2.74 Million0.0% of portfolio