Catalyst Wealth Management, LLC Pimco Active Bond Exchange Tra Transaction History
Catalyst Wealth Management, LLC
- $107 Billion
- Q1 2023
A detailed history of Catalyst Wealth Management, LLC transactions in Pimco Active Bond Exchange Tra stock. As of the latest transaction made, Catalyst Wealth Management, LLC holds 2,923 shares of BOND stock, worth $267,776. This represents 0.25% of its overall portfolio holdings.
Number of Shares
2,923
Previous 2,471
18.29%
Holding current value
$267,776
Previous $224 Million
21.27%
% of portfolio
0.25%
Previous 0.21%
Shares
2 transactions
Others Institutions Holding BOND
# of Institutions
513Shares Held
50MCall Options Held
6.3KPut Options Held
0-
Cwm, LLC4.15MShares$381 Million1.53% of portfolio
-
Morgan Stanley New York, NY3.15MShares$288 Million0.02% of portfolio
-
Envestnet Asset Management Inc2.38MShares$218 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.81MShares$166 Million0.07% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.68MShares$154 Million0.37% of portfolio