Walkner Condon Financial Advisors LLC Pimco Equity Ser Rafi Esg U S Transaction History
Walkner Condon Financial Advisors LLC
- $686 Million
- Q4 2025
A detailed history of Walkner Condon Financial Advisors LLC transactions in Pimco Equity Ser Rafi Esg U S stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 13,226 shares of RAFE stock, worth $541,604. This represents 0.08% of its overall portfolio holdings.
Number of Shares
13,226
Previous 12,243
8.03%
Holding current value
$541,604
Previous $498,000
8.63%
% of portfolio
0.08%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding RAFE
# of Institutions
35Shares Held
1.49MCall Options Held
0Put Options Held
0-
Sellwood Investment Partners LLC Portland, OR490KShares$20.1 Million8.04% of portfolio
-
Balanced Rock Investment Advisor Roslindale, MA152KShares$6.23 Million4.52% of portfolio
-
Arlington Financial Advisors, LLC127KShares$5.21 Million1.01% of portfolio
-
Northwest Bancshares, Inc. Warren, PA112KShares$4.61 Million0.77% of portfolio
-
Commonwealth Equity Services, LLC109KShares$4.46 Million0.01% of portfolio