Iht Wealth Management, LLC Pimco Active Bond Exchange Tra Transaction History
Iht Wealth Management, LLC
- $2.99 Billion
- Q4 2024
A detailed history of Iht Wealth Management, LLC transactions in Pimco Active Bond Exchange Tra stock. As of the latest transaction made, Iht Wealth Management, LLC holds 2,265 shares of BOND stock, worth $209,172. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,265
Previous 5,863
61.37%
Holding current value
$209,172
Previous $554,000
63.18%
% of portfolio
0.01%
Previous 0.02%
Shares
7 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