Planning Alternatives LTD Pimco Active Bond Exchange Tra Transaction History
Planning Alternatives LTD
- $618 Million
- Q2 2024
Shares
4 transactions
Others Institutions Holding BOND
# of Institutions
428Shares Held
36.6MCall Options Held
0Put Options Held
0-
Cwm, LLC3.61MShares$332 Million1.47% of portfolio
-
Morgan Stanley New York, NY2.89MShares$266 Million0.02% of portfolio
-
Tectonic Advisors LLC Plano, TX1.83MShares$168 Million11.57% of portfolio
-
Envestnet Asset Management Inc1.45MShares$133 Million0.05% of portfolio
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Wells Fargo & Company San Francisco, CA1.2MShares$111 Million0.03% of portfolio