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 $523,160. This represents 0.25% of its overall portfolio holdings.
Number of Shares
5,689
Previous 6,193
8.14%
Holding current value
$523,160
Previous $564 Million
4.58%
% of portfolio
0.25%
Previous 0.28%
Shares
4 transactions
Others Institutions Holding BOND
# of Institutions
427Shares Held
36.9MCall Options Held
0Put Options Held
0-
Cwm, LLC3.61MShares$332 Million1.47% of portfolio
-
Morgan Stanley New York, NY2.89MShares$266 Million0.02% of portfolio
-
Tectonic Advisors LLC Plano, TX1.83MShares$168 Million11.57% of portfolio
-
Envestnet Asset Management Inc1.45MShares$133 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA1.2MShares$111 Million0.03% of portfolio