Dynasty Wealth Management, LLC Pimco Active Bond Exchange Tra Call Options Transaction History
Dynasty Wealth Management, LLC
- $3.39 Trillion
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding BOND
# of Institutions
427Shares Held
37MCall Options Held
0Put Options Held
0-
Cwm, LLC3.61MShares$329 Million1.47% of portfolio
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Morgan Stanley New York, NY2.89MShares$263 Million0.02% of portfolio
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Tectonic Advisors LLC Plano, TX1.83MShares$167 Million11.57% of portfolio
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Envestnet Asset Management Inc1.45MShares$132 Million0.05% of portfolio
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Wells Fargo & Company San Francisco, CA1.2MShares$110 Million0.03% of portfolio