Tilia Fiduciary Partners, Inc. Pimco Enhanced Low Duration Ac Transaction History
Tilia Fiduciary Partners, Inc.
- $142 Million
- Q3 2024
Shares
3 transactions
Others Institutions Holding LDUR
# of Institutions
162Shares Held
6.71MCall Options Held
0Put Options Held
0-
Cwm, LLC978KShares$93.1 Million0.4% of portfolio
-
Advocacy Wealth Management Services, LLC795KShares$75.7 Million6.76% of portfolio
-
Td Capital Management LLC Memphis, TN437KShares$41.6 Million4.34% of portfolio
-
Bank Of America Corp Charlotte, NC374KShares$35.6 Million0.0% of portfolio
-
Morgan Stanley New York, NY366KShares$34.9 Million0.0% of portfolio