Twin Peaks Wealth Advisors, LLC Pimco Active Bond Exchange Tra Transaction History
Twin Peaks Wealth Advisors, LLC
- $217 Billion
- Q3 2024
A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Pimco Active Bond Exchange Tra stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 5,689 shares of BOND stock, worth $515,366. This represents 0.25% of its overall portfolio holdings.
Number of Shares
5,689
Previous 6,193
8.14%
Holding current value
$515,366
Previous $564 Million
4.58%
% of portfolio
0.25%
Previous 0.28%
Shares
4 transactions
Others Institutions Holding BOND
# of Institutions
449Shares Held
39.9MCall Options Held
0Put Options Held
0-
Cwm, LLC3.61MShares$327 Million1.47% of portfolio
-
Morgan Stanley New York, NY2.8MShares$254 Million0.02% of portfolio
-
Tectonic Advisors LLC Plano, TX1.83MShares$166 Million11.57% of portfolio
-
Envestnet Asset Management Inc1.57MShares$142 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA1.52MShares$137 Million0.03% of portfolio