Keystone Wealth Services, LLC Pimco Active Bond Exchange Tra Transaction History
Keystone Wealth Services, LLC
- $351 Million
- Q4 2024
A detailed history of Keystone Wealth Services, LLC transactions in Pimco Active Bond Exchange Tra stock. As of the latest transaction made, Keystone Wealth Services, LLC holds 3,535 shares of BOND stock, worth $321,614. This represents 0.09% of its overall portfolio holdings.
Number of Shares
3,535
Previous 4,541
22.15%
Holding current value
$321,614
Previous $429,000
25.64%
% of portfolio
0.09%
Previous 0.13%
Shares
5 transactions
Others Institutions Holding BOND
# of Institutions
464Shares Held
41.1MCall Options Held
0Put Options Held
0-
Cwm, LLC3.74MShares$340 Million1.4% of portfolio
-
Morgan Stanley New York, NY2.8MShares$255 Million0.02% of portfolio
-
Tectonic Advisors LLC Plano, TX1.63MShares$148 Million9.86% of portfolio
-
Envestnet Asset Management Inc1.57MShares$142 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA1.52MShares$138 Million0.03% of portfolio