Balanced Rock Investment Advisor Pimco Equity Ser Rafi Esg U S Transaction History
Balanced Rock Investment Advisor
- $117 Billion
- Q1 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 104,035 shares of RAFE stock, worth $3.72 Million. This represents 3.16% of its overall portfolio holdings.
Number of Shares
104,035
Previous 106,539
2.35%
Holding current value
$3.72 Million
Previous $3.46 Billion
6.82%
% of portfolio
3.16%
Previous 3.08%
Shares
2 transactions
Others Institutions Holding RAFE
# of Institutions
22Shares Held
767KCall Options Held
0Put Options Held
0-
Northwest Bancshares, Inc. Warren, PA215KShares$7.68 Million1.21% of portfolio
-
Arlington Financial Advisors, LLC125KShares$4.47 Million1.19% of portfolio
-
Gen Wealth Group, Inc.84.3KShares$3.01 Million0.74% of portfolio
-
Commonwealth Equity Services, LLC42.8KShares$1.53 Million0.0% of portfolio
-
Bruce G. Allen Investments, LLC Denver, CO42.8KShares$1.53 Million1.27% of portfolio