Geo Wealth Management, LLC Pimco Active Bond Exchange Tra Transaction History
Geo Wealth Management, LLC
- $2.92 Billion
- Q4 2024
A detailed history of Geo Wealth Management, LLC transactions in Pimco Active Bond Exchange Tra stock. As of the latest transaction made, Geo Wealth Management, LLC holds 150,142 shares of BOND stock, worth $13.9 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
150,142
Previous 150,105
0.02%
Holding current value
$13.9 Million
Previous $14.2 Million
4.41%
% of portfolio
0.47%
Previous 0.52%
Shares
22 transactions
Others Institutions Holding BOND
# of Institutions
483Shares Held
46MCall Options Held
0Put Options Held
0-
Cwm, LLC3.74MShares$345 Million1.4% of portfolio
-
Morgan Stanley New York, NY3.19MShares$295 Million0.02% of portfolio
-
Essential Planning, Llc. Portsmouth, NH1.89MShares$175 Million1.15% of portfolio
-
Tectonic Advisors LLC Plano, TX1.63MShares$151 Million9.86% of portfolio
-
Wells Fargo & Company San Francisco, CA1.55MShares$143 Million0.03% of portfolio