Mark Sheptoff Financial Planning, LLC Pimco Active Bond Exchange Tra Transaction History
Mark Sheptoff Financial Planning, LLC
- $186 Million
- Q3 2024
A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Pimco Active Bond Exchange Tra stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 264 shares of BOND stock, worth $23,892. This represents 0.01% of its overall portfolio holdings.
Number of Shares
264
Previous 440
40.0%
Holding current value
$23,892
Previous $40,000
40.0%
% of portfolio
0.01%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding BOND
# of Institutions
457Shares Held
39.8MCall 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$165 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