Wealth Shield Partners, LLC Pimco Active Bond Exchange Tra Transaction History
Wealth Shield Partners, LLC
- $690 Million
- Q4 2024
A detailed history of Wealth Shield Partners, LLC transactions in Pimco Active Bond Exchange Tra stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 90,920 shares of BOND stock, worth $8.4 Million. This represents 1.19% of its overall portfolio holdings.
Number of Shares
90,920
Previous 65,103
39.66%
Holding current value
$8.4 Million
Previous $6.16 Million
33.46%
% of portfolio
1.19%
Previous 0.85%
Shares
14 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