Legacy Wealth Management, Inc Pimco Active Bond Exchange Tra Transaction History
Legacy Wealth Management, Inc
- $1.56 Billion
- Q4 2024
Shares
2 transactions
Others Institutions Holding BOND
# of Institutions
464Shares Held
41.1MCall Options Held
0Put Options Held
0-
Cwm, LLC3.74MShares$340 Million1.4% of portfolio
-
Morgan Stanley New York, NY2.8MShares$255 Million0.02% of portfolio
-
Essential Planning, Llc. Portsmouth, NH1.89MShares$172 Million1.15% of portfolio
-
Tectonic Advisors LLC Plano, TX1.63MShares$148 Million9.86% of portfolio
-
Envestnet Asset Management Inc1.57MShares$142 Million0.05% of portfolio