Pacific Capital Wealth Advisors, Inc Pimco Active Bond Exchange Tra Transaction History
Pacific Capital Wealth Advisors, Inc
- $598 Million
- Q4 2024
A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Pimco Active Bond Exchange Tra stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 536 shares of BOND stock, worth $48,765. This represents 0.01% of its overall portfolio holdings.
Number of Shares
536
Previous 536
-0.0%
Holding current value
$48,765
Previous $50,000
4.0%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding BOND
# of Institutions
464Shares Held
43.2MCall 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
-
Essential Planning, Llc. Portsmouth, NH1.89MShares$172 Million1.15% of portfolio
-
Tectonic Advisors LLC Plano, TX1.63MShares$148 Million9.86% of portfolio
-
Envestnet Asset Management Inc1.57MShares$142 Million0.05% of portfolio