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 $326,527. This represents 0.09% of its overall portfolio holdings.
Number of Shares
3,535
Previous 4,541
22.15%
Holding current value
$326,527
Previous $429,000
25.64%
% of portfolio
0.09%
Previous 0.13%
Shares
5 transactions
Others Institutions Holding BOND
# of Institutions
482Shares 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