Signify Wealth Pimco Enhanced Low Duration Ac Transaction History
Signify Wealth
- $84.6 Million
- Q4 2024
Shares
7 transactions
Others Institutions Holding LDUR
# of Institutions
174Shares Held
8.41MCall Options Held
0Put Options Held
0-
Cwm, LLC924KShares$88.7 Million0.27% of portfolio
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Advocacy Wealth Management Services, LLC892KShares$85.6 Million4.47% of portfolio
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Wells Fargo & Company San Francisco, CA588KShares$56.4 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC431KShares$41.3 Million0.01% of portfolio
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Td Capital Management LLC Memphis, TN428KShares$41.1 Million3.8% of portfolio