Kingswood Wealth Advisors, LLC Pimco ETF Tr Enhanced Sht Matu Transaction History
Kingswood Wealth Advisors, LLC
- $1.4 Trillion
- Q3 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Pimco ETF Tr Enhanced Sht Matu stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 21,568 shares of MINT stock, worth $2.16 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
21,568
Previous 2,533
751.48%
Holding current value
$2.16 Million
Previous $255 Million
751.82%
% of portfolio
0.15%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding MINT
# of Institutions
703Shares Held
91.4MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY24.5MShares$2.45 Billion0.2% 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, Inc6.7MShares$673 Million1.94% of portfolio
-
Hb Wealth Management, LLC3.19MShares$320 Million3.46% of portfolio