Kingswood Wealth Advisors, LLC Pimco Active Bond Exchange Tra Transaction History
Kingswood Wealth Advisors, LLC
- $1.4 Trillion
- Q3 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 5,063 shares of BOND stock, worth $458,505. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,063
Previous 3,805
33.06%
Holding current value
$458,505
Previous $347 Million
38.39%
% of portfolio
0.03%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding BOND
# of Institutions
449Shares Held
39.9MCall Options Held
0Put Options Held
0-
Cwm, LLC3.61MShares$327 Million1.47% of portfolio
-
Morgan Stanley New York, NY2.8MShares$254 Million0.02% of portfolio
-
Tectonic Advisors LLC Plano, TX1.83MShares$166 Million11.57% of portfolio
-
Envestnet Asset Management Inc1.57MShares$142 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA1.52MShares$137 Million0.03% of portfolio