Orion Portfolio Solutions, LLC Pimco Rafi Dynamic Multi Facto Transaction History
Orion Portfolio Solutions, LLC
- $9.52 Billion
- Q4 2024
Shares
5 transactions
Others Institutions Holding MFUS
# of Institutions
27Shares Held
2.86MCall Options Held
0Put Options Held
0-
Schiavi & CO LLC Wilmington, DE1.33MShares$69.5 Million24.42% of portfolio
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Austin Wealth Management, LLC Austin, TX563KShares$29.5 Million5.93% of portfolio
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Baker Ellis Asset Management LLC232KShares$12.1 Million1.75% of portfolio
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Williams & Novak, LLC Westlake Village, CA135KShares$7.08 Million6.46% of portfolio
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Marshall Investment Management, LLC Littleton, CO108KShares$5.65 Million3.18% of portfolio