Mount Yale Investment Advisors, LLC Pimco Active Bond Exchange Tra Transaction History
Mount Yale Investment Advisors, LLC
- $1.38 Billion
- Q3 2025
A detailed history of Mount Yale Investment Advisors, LLC transactions in Pimco Active Bond Exchange Tra stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 169,176 shares of BOND stock, worth $15.8 Million. This represents 1.15% of its overall portfolio holdings.
Number of Shares
169,176Holding current value
$15.8 Million% of portfolio
1.15%Shares
1 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
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Morgan Stanley New York, NY2.96MShares$276 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC2.31MShares$215 Million0.07% of portfolio
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Envestnet Asset Management Inc2.12MShares$198 Million0.06% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ1.67MShares$156 Million0.23% of portfolio