Baker Ellis Asset Management LLC Pimco Rafi Dynamic Multi Facto Call Options Transaction History
Baker Ellis Asset Management LLC
- $668 Million
- Q1 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
---|
Others Institutions Holding MFUS
# of Institutions
30Shares Held
2.88MCall Options Held
0Put Options Held
0-
Schiavi & CO LLC Wilmington, DE1.34MShares$70.6 Million28.55% of portfolio
-
Austin Wealth Management, LLC Austin, TX567KShares$29.9 Million5.52% of portfolio
-
Williams & Novak, LLC Westlake Village, CA144KShares$7.57 Million7.04% of portfolio
-
Entrewealth, LLC Austin, TX109KShares$5.76 Million4.22% of portfolio
-
Marshall Investment Management, LLC Littleton, CO78.4KShares$4.13 Million2.45% of portfolio