Accel Wealth Management Pimco Active Bond Exchange Tra Transaction History
Accel Wealth Management
- $328 Million
- Q3 2025
Shares
	  3 transactions
	
  Others Institutions Holding BOND
# of Institutions
525Shares Held
50.7MCall Options Held
6.2KPut Options Held
3.2K- 
    
      Cwm, LLC3.97MShares$373 Million1.12% of portfolio
- 
    
      Morgan Stanley New York, NY2.8MShares$263 Million0.02% of portfolio
- 
    
      Envestnet Asset Management Inc2.18MShares$205 Million0.06% of portfolio
- 
    
      Lpl Financial LLC Fort Mill, SC2.08MShares$195 Million0.07% of portfolio
- 
    
      Advisor Group Holdings, Inc. Phoenix, AZ1.72MShares$161 Million0.3% of portfolio