Taylor & Morgan Wealth Management, LLC Pimco Active Bond Exchange Tra Transaction History
Taylor & Morgan Wealth Management, LLC
- $158 Million
- Q3 2025
A detailed history of Taylor & Morgan Wealth Management, LLC transactions in Pimco Active Bond Exchange Tra stock. As of the latest transaction made, Taylor & Morgan Wealth Management, LLC holds 26,647 shares of BOND stock, worth $2.49 Million. This represents 1.57% of its overall portfolio holdings.
Number of Shares
26,647
Previous 22,368
19.13%
Holding current value
$2.49 Million
Previous $2.06 Million
20.67%
% of portfolio
1.57%
Previous 1.44%
Shares
3 transactions
Others Institutions Holding BOND
# of Institutions
524Shares Held
52.6MCall Options Held
15KPut Options Held
0-
Cwm, LLC3.97MShares$371 Million1.12% of portfolio
-
Morgan Stanley New York, NY2.96MShares$276 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.31MShares$215 Million0.07% of portfolio
-
Envestnet Asset Management Inc2.12MShares$198 Million0.06% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.67MShares$156 Million0.23% of portfolio