Harvest Group Wealth Management, LLC Pimco Active Bond Exchange Tra Transaction History
Harvest Group Wealth Management, LLC
- $154 Million
- Q1 2023
A detailed history of Harvest Group Wealth Management, LLC transactions in Pimco Active Bond Exchange Tra stock. As of the latest transaction made, Harvest Group Wealth Management, LLC holds 71,625 shares of BOND stock, worth $6.59 Million. This represents 4.33% of its overall portfolio holdings.
Number of Shares
71,625
Previous 57,230
25.15%
Holding current value
$6.59 Million
Previous $5.18 Million
28.29%
% of portfolio
4.33%
Previous 3.57%
Shares
14 transactions
Others Institutions Holding BOND
# of Institutions
428Shares Held
36.7MCall Options Held
0Put Options Held
0-
Cwm, LLC3.61MShares$332 Million1.47% of portfolio
-
Morgan Stanley New York, NY2.89MShares$266 Million0.02% of portfolio
-
Tectonic Advisors LLC Plano, TX1.83MShares$168 Million11.57% of portfolio
-
Envestnet Asset Management Inc1.45MShares$133 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA1.2MShares$111 Million0.03% of portfolio