Morris Retirement Advisors, LLC Pimco Active Bond Exchange Tra Transaction History
Morris Retirement Advisors, LLC
- $234 Million
- Q4 2025
A detailed history of Morris Retirement Advisors, LLC transactions in Pimco Active Bond Exchange Tra stock. As of the latest transaction made, Morris Retirement Advisors, LLC holds 108,076 shares of BOND stock, worth $10.1 Million. This represents 4.31% of its overall portfolio holdings.
Number of Shares
108,076
Previous 101,676
6.29%
Holding current value
$10.1 Million
Previous $9.49 Million
6.24%
% of portfolio
4.31%
Previous 4.23%
Shares
3 transactions
Others Institutions Holding BOND
# of Institutions
530Shares Held
52.8MCall 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