Twin Peaks Wealth Advisors, LLC Pimco Active Bond Exchange Tra Transaction History
Twin Peaks Wealth Advisors, LLC
- $237 Billion
- Q4 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 5,333 shares of BOND stock, worth $492,609. This represents 0.2% of its overall portfolio holdings.
Number of Shares
5,333
Previous 5,689
6.26%
Holding current value
$492,609
Previous $538 Million
10.41%
% of portfolio
0.2%
Previous 0.25%
Shares
5 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
-
Tectonic Advisors LLC Plano, TX1.63MShares$151 Million9.86% of portfolio
-
Wells Fargo & Company San Francisco, CA1.55MShares$143 Million0.03% of portfolio