Legacy Capital Wealth Partners, LLC Pimco Active Bond Exchange Tra Transaction History
Legacy Capital Wealth Partners, LLC
- $463 Million
- Q3 2025
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 2,401 shares of BOND stock, worth $224,013. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,401
Previous 2,400
0.04%
Holding current value
$224,013
Previous $221,000
1.36%
% of portfolio
0.05%
Previous 0.05%
Shares
8 transactions
Others Institutions Holding BOND
# of Institutions
524Shares Held
52.6MCall 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