Taylor & Morgan Wealth Management, LLC Pimco Active Bond Exchange Tra Transaction History
Taylor & Morgan Wealth Management, LLC
- $170 Million
- Q4 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 35,095 shares of BOND stock, worth $3.27 Million. This represents 1.93% of its overall portfolio holdings.
Number of Shares
35,095
Previous 26,647
31.7%
Holding current value
$3.27 Million
Previous $2.49 Million
31.64%
% of portfolio
1.93%
Previous 1.57%
Shares
4 transactions
Others Institutions Holding BOND
# of Institutions
533Shares Held
53.6MCall Options Held
15KPut Options Held
0-
Cwm, LLC4.15MShares$387 Million1.05% 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