Baker Ellis Asset Management LLC Pimco Rafi Dynamic Multi Facto Call Options Transaction History
Baker Ellis Asset Management LLC
- $703 Million
- Q2 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding MFUS
# of Institutions
30Shares Held
2.95MCall Options Held
0Put Options Held
0-
Schiavi & CO LLC Wilmington, DE1.33MShares$71.8 Million27.86% of portfolio
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Austin Wealth Management, LLC Austin, TX581KShares$31.2 Million5.49% of portfolio
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Williams & Novak, LLC Westlake Village, CA146KShares$7.87 Million6.65% of portfolio
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Entrewealth, LLC Austin, TX114KShares$6.13 Million4.22% of portfolio
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Marshall Investment Management, LLC Littleton, CO78.4KShares$4.22 Million2.45% of portfolio