Kingswood Wealth Advisors, LLC Pimco Active Bond Exchange Tra Transaction History
Kingswood Wealth Advisors, LLC
- $1.33 Trillion
- Q4 2024
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 5,513 shares of BOND stock, worth $509,842. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,513
Previous 5,063
8.89%
Holding current value
$509,842
Previous $480 Million
3.93%
% of portfolio
0.04%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding BOND
# of Institutions
482Shares Held
46MCall Options Held
0Put Options Held
0-
Cwm, LLC3.74MShares$346 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