Pasadena Private Wealth, LLC Pimco Rafi Dynamic Multi Facto Transaction History
Pasadena Private Wealth, LLC
- $416 Million
- Q2 2024
A detailed history of Pasadena Private Wealth, LLC transactions in Pimco Rafi Dynamic Multi Facto stock. As of the latest transaction made, Pasadena Private Wealth, LLC holds 288,351 shares of MFEM stock, worth $5.79 Million. This represents 1.42% of its overall portfolio holdings.
Number of Shares
288,351
Previous 140,799
104.8%
Holding current value
$5.79 Million
Previous $2.75 Million
114.35%
% of portfolio
1.42%
Previous 0.65%
Shares
3 transactions
Others Institutions Holding MFEM
# of Institutions
36Shares Held
4.46MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc883KShares$17.7 Million0.01% of portfolio
-
Schiavi & CO LLC Wilmington, DE844KShares$17 Million6.78% of portfolio
-
Park Avenue Securities LLC626KShares$12.6 Million0.15% of portfolio
-
Austin Wealth Management, LLC Austin, TX264KShares$5.31 Million1.21% of portfolio
-
Orion Portfolio Solutions, LLC231KShares$4.63 Million0.05% of portfolio