Legacy Capital Wealth Partners, LLC Pimco Active Bond Exchange Tra Transaction History

Legacy Capital Wealth Partners, LLC

  • $439 Million
  • Q4 2024

A detailed history of Legacy Capital Wealth Partners, LLC transactions in Pimco Active Bond Exchange Tra stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 2,398 shares of BOND stock, worth $219,968. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,398
Previous 2,403 0.21%
Holding current value
$219,968
Previous $227,000 4.85%
% of portfolio
0.05%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
SELL
$90.42 - $94.5 $452 - $472
-5 Reduced 0.21%
2,398 $216,000
Q2 2024

Aug 01, 2024
BUY
$89.04 - $91.74 $213,963 - $220,451
2,403 New
2,403 $218,000
Q4 2023

Feb 05, 2024
BUY
$85.36 - $93.18 $85 - $93
1 Added 0.04%
2,401 $221,000
Q3 2023

Oct 16, 2023
BUY
$87.73 - $91.9 $210,552 - $220,560
2,400 New
2,400 $210,000
Q1 2023

May 10, 2023
BUY
$90.4 - $94.23 $217,773 - $227,000
2,409 New
2,409 $223,000

Others Institutions Holding BOND

# of Institutions
481
Shares Held
45.7M
Call Options Held
0
Put Options Held
0
View Full List

About PIMCO ACTIVE BOND EXCHANGE TRA

BOND Quotes by TradingView
  • Ticker BOND
  • Sector ETFs
  • Industry ETFs
More about BOND
Track This Portfolio

Track Legacy Capital Wealth Partners, LLC Portfolio

Follow Legacy Capital Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Capital Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Capital Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email