Wealth Plan Investment Management, LLC Pimco ETF Tr Enhanced Sht Matu Transaction History
Wealth Plan Investment Management, LLC
- $614 Million
- Q2 2024
A detailed history of Wealth Plan Investment Management, LLC transactions in Pimco ETF Tr Enhanced Sht Matu stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 17,549 shares of MINT stock, worth $1.76 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
17,549
Previous 10,617
65.29%
Holding current value
$1.76 Million
Previous $1.07 Million
65.51%
% of portfolio
0.29%
Previous 0.18%
Shares
7 transactions
Others Institutions Holding MINT
# of Institutions
712Shares Held
90MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY23.1MShares$2.32 Billion0.21% of portfolio
-
Wells Fargo & Company San Francisco, CA9.1MShares$913 Million0.23% of portfolio
-
Morgan Stanley New York, NY8.09MShares$812 Million0.06% of portfolio
-
Assetmark, Inc6.06MShares$608 Million1.9% of portfolio
-
Hb Wealth Management, LLC2.99MShares$300 Million3.5% of portfolio