Essential Planning, Llc. Pimco ETF Tr Enhanced Sht Matu Transaction History
Essential Planning, Llc.
- $227 Million
- Q2 2024
A detailed history of Essential Planning, Llc. transactions in Pimco ETF Tr Enhanced Sht Matu stock. As of the latest transaction made, Essential Planning, Llc. holds 8,476 shares of MINT stock, worth $853,363. This represents 0.38% of its overall portfolio holdings.
Number of Shares
8,476
Previous 8,290
2.24%
Holding current value
$853,363
Previous $833,000
2.4%
% of portfolio
0.38%
Previous 0.4%
Shares
7 transactions
Others Institutions Holding MINT
# of Institutions
713Shares Held
89.9MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY23.1MShares$2.33 Billion0.21% of portfolio
-
Wells Fargo & Company San Francisco, CA9.1MShares$916 Million0.23% of portfolio
-
Morgan Stanley New York, NY8.09MShares$814 Million0.06% of portfolio
-
Assetmark, Inc6.06MShares$611 Million1.9% of portfolio
-
Hb Wealth Management, LLC2.99MShares$301 Million3.5% of portfolio