Twin Peaks Wealth Advisors, LLC Pimco Active Bond Exchange Tra Transaction History
Twin Peaks Wealth Advisors, LLC
- $237 Billion
- Q4 2024
A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Pimco Active Bond Exchange Tra stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 5,333 shares of BOND stock, worth $490,476. This represents 0.2% of its overall portfolio holdings.
Number of Shares
5,333
Previous 5,689
6.26%
Holding current value
$490,476
Previous $538 Million
10.41%
% of portfolio
0.2%
Previous 0.25%
Shares
5 transactions
Others Institutions Holding BOND
# of Institutions
482Shares Held
45.7MCall Options Held
0Put Options Held
0-
Cwm, LLC3.74MShares$344 Million1.4% of portfolio
-
Morgan Stanley New York, NY3.19MShares$294 Million0.02% of portfolio
-
Essential Planning, Llc. Portsmouth, NH1.89MShares$174 Million1.15% of portfolio
-
Tectonic Advisors LLC Plano, TX1.63MShares$150 Million9.86% of portfolio
-
Wells Fargo & Company San Francisco, CA1.55MShares$142 Million0.03% of portfolio