Taylor & Morgan Wealth Management, LLC Pimco Active Bond Exchange Tra Transaction History
Taylor & Morgan Wealth Management, LLC
- $138 Million
- Q4 2024
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 21,570 shares of BOND stock, worth $1.99 Million. This represents 1.41% of its overall portfolio holdings.
Number of Shares
21,570Holding current value
$1.99 Million% of portfolio
1.41%Shares
1 transactions
Others Institutions Holding BOND
# of Institutions
482Shares Held
46MCall Options Held
0Put Options Held
0-
Cwm, LLC3.74MShares$345 Million1.4% of portfolio
-
Morgan Stanley New York, NY3.19MShares$295 Million0.02% of portfolio
-
Essential Planning, Llc. Portsmouth, NH1.89MShares$175 Million1.15% of portfolio
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Tectonic Advisors LLC Plano, TX1.63MShares$151 Million9.86% of portfolio
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Wells Fargo & Company San Francisco, CA1.55MShares$143 Million0.03% of portfolio