Meriwether Wealth & Planning, LLC Pimco Active Bond Exchange Tra Transaction History
Meriwether Wealth & Planning, LLC
- $140 Billion
- Q4 2024
A detailed history of Meriwether Wealth & Planning, LLC transactions in Pimco Active Bond Exchange Tra stock. As of the latest transaction made, Meriwether Wealth & Planning, LLC holds 114,000 shares of BOND stock, worth $10.4 Million. This represents 7.34% of its overall portfolio holdings.
Number of Shares
114,000Holding current value
$10.4 Million% of portfolio
7.34%Shares
1 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
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Essential Planning, Llc. Portsmouth, NH1.89MShares$172 Million1.15% of portfolio
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Tectonic Advisors LLC Plano, TX1.63MShares$148 Million9.86% of portfolio
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Envestnet Asset Management Inc1.57MShares$142 Million0.05% of portfolio