Kingswood Wealth Advisors, LLC Pimco Active Bond Exchange Tra Transaction History
Kingswood Wealth Advisors, LLC
- $867 Billion
- Q1 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Pimco Active Bond Exchange Tra stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 3,058 shares of BOND stock, worth $279,501. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,058
Previous 3,058
-0.0%
Holding current value
$279,501
Previous $283 Million
0.63%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding BOND
# of Institutions
419Shares Held
33.9MCall Options Held
0Put Options Held
2.3K-
Cwm, LLC2.96MShares$270 Million1.32% of portfolio
-
Morgan Stanley New York, NY2.5MShares$228 Million0.02% of portfolio
-
Tectonic Advisors LLC Plano, TX1.78MShares$163 Million12.63% of portfolio
-
Envestnet Asset Management Inc1.49MShares$136 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA1.06MShares$97.2 Million0.02% of portfolio