Atlas Private Wealth Management Pimco Active Bond Exchange Tra Transaction History
Atlas Private Wealth Management
- $227 Million
- Q1 2024
Shares
2 transactions
Others Institutions Holding BOND
# of Institutions
446Shares Held
39.4MCall Options Held
0Put Options Held
0-
Cwm, LLC3.61MShares$329 Million1.47% of portfolio
-
Morgan Stanley New York, NY2.8MShares$256 Million0.02% of portfolio
-
Tectonic Advisors LLC Plano, TX1.83MShares$167 Million11.57% of portfolio
-
Envestnet Asset Management Inc1.57MShares$143 Million0.05% of portfolio
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Wells Fargo & Company San Francisco, CA1.52MShares$138 Million0.03% of portfolio