A detailed history of Modern Wealth Management, LLC transactions in Pimco Investment Grade Corp Bd stock. As of the latest transaction made, Modern Wealth Management, LLC holds 3,045 shares of CORP stock, worth $290,645. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,045
Previous 4,880 37.6%
Holding current value
$290,645
Previous $485 Million 39.98%
% of portfolio
0.01%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025

SELL
$95.1 - $99.41 $174,508 - $182,417
-1,835 Reduced 37.6%
3,045 $291 Million
Q3 2024

Nov 05, 2024

BUY
$94.36 - $100.01 $94 - $100
1 Added 0.02%
4,880 $485 Million
Q2 2024

Aug 07, 2024

BUY
$92.33 - $96.0 $450,478 - $468,384
4,879 New
4,879 $464 Million

Others Institutions Holding CORP

About PIMCO INVESTMENT GRADE CORP BD


  • Ticker CORP
  • Sector ETFs
  • Industry ETFs
More about CORP
Track This Portfolio

Track Modern Wealth Management, LLC Portfolio

Follow Modern Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Modern Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modern Wealth Management, LLC with notifications on news.