Aevitas Wealth Management, Inc. Pimco Enhanced Low Duration Ac Transaction History
Aevitas Wealth Management, Inc.
- $169 Million
- Q4 2022
A detailed history of Aevitas Wealth Management, Inc. transactions in Pimco Enhanced Low Duration Ac stock. As of the latest transaction made, Aevitas Wealth Management, Inc. holds 66,835 shares of LDUR stock, worth $6.37 Million. This represents 3.73% of its overall portfolio holdings.
Number of Shares
66,835
Previous 34,794
92.09%
Holding current value
$6.37 Million
Previous $3.3 Million
91.17%
% of portfolio
3.73%
Previous 2.48%
Shares
4 transactions
Others Institutions Holding LDUR
# of Institutions
166Shares Held
6.64MCall Options Held
0Put Options Held
0-
Cwm, LLC949KShares$90.5 Million0.37% of portfolio
-
Advocacy Wealth Management Services, LLC811KShares$77.3 Million6.66% of portfolio
-
Td Capital Management LLC Memphis, TN418KShares$39.9 Million4.09% of portfolio
-
Bank Of America Corp Charlotte, NC363KShares$34.6 Million0.0% of portfolio
-
Morgan Stanley New York, NY336KShares$32 Million0.0% of portfolio