Waypoint Wealth Partners Inc. Pimco Active Bond Exchange Tra Transaction History
Waypoint Wealth Partners Inc.
- $354 Million
- Q4 2024
A detailed history of Waypoint Wealth Partners Inc. transactions in Pimco Active Bond Exchange Tra stock. As of the latest transaction made, Waypoint Wealth Partners Inc. holds 5,782 shares of BOND stock, worth $533,967. This represents 0.15% of its overall portfolio holdings.
Number of Shares
5,782
Previous 5,308
8.93%
Holding current value
$533,967
Previous $502,000
3.98%
% of portfolio
0.15%
Previous 0.14%
Shares
11 transactions
Others Institutions Holding BOND
# of Institutions
483Shares 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