Balanced Rock Investment Advisor Pimco Equity Ser Rafi Esg U S Transaction History
Balanced Rock Investment Advisor
- $119 Billion
- Q2 2024
A detailed history of Balanced Rock Investment Advisor transactions in Pimco Equity Ser Rafi Esg U S stock. As of the latest transaction made, Balanced Rock Investment Advisor holds 109,989 shares of RAFE stock, worth $4.04 Million. This represents 3.26% of its overall portfolio holdings.
Number of Shares
109,989
Previous 104,035
5.72%
Holding current value
$4.04 Million
Previous $3.7 Billion
4.73%
% of portfolio
3.26%
Previous 3.16%
Shares
3 transactions
Others Institutions Holding RAFE
# of Institutions
23Shares Held
754KCall Options Held
0Put Options Held
0-
Northwest Bancshares, Inc. Warren, PA173KShares$6.35 Million1.04% of portfolio
-
Arlington Financial Advisors, LLC125KShares$4.6 Million1.19% of portfolio
-
Gen Wealth Group, Inc.84.3KShares$3.1 Million0.74% of portfolio
-
Commonwealth Equity Services, LLC67.9KShares$2.49 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC42.9KShares$1.58 Million0.0% of portfolio