Kingswood Wealth Advisors, LLC Pimco Active Bond Exchange Tra Transaction History
Kingswood Wealth Advisors, LLC
- $1.65 Trillion
- Q3 2025
A detailed history of Kingswood Wealth Advisors, LLC transactions in Pimco Active Bond Exchange Tra stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 3,478 shares of BOND stock, worth $324,497. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,478
Previous 2,732
27.31%
Holding current value
$324,497
Previous $252 Million
28.92%
% of portfolio
0.02%
Previous 0.02%
Shares
9 transactions
Others Institutions Holding BOND
# of Institutions
523Shares Held
52.3MCall Options Held
15KPut Options Held
0-
Cwm, LLC3.97MShares$371 Million1.12% of portfolio
-
Morgan Stanley New York, NY2.96MShares$276 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.31MShares$215 Million0.07% of portfolio
-
Envestnet Asset Management Inc2.12MShares$198 Million0.06% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.67MShares$156 Million0.23% of portfolio