Baron Silver Stevens Financial Advisors, LLC Pimco ETF Tr Enhanced Sht Matu Transaction History

Baron Silver Stevens Financial Advisors, LLC

$569 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 27, 2021	SELL	$101.91 - $102.15 $4,891 - $4,903	-48 Closed	0 $0
Q4 2020 Mar 19, 2021	BUY	$101.9 - $102.06 $4,891 - $4,898	48 New	48 $4,000

Others Institutions Holding MINT

# of Institutions

705

Shares Held

87.8M

Call Options Held

Put Options Held

Jpmorgan Chase & CO New York, NY

24.5M
Shares

$2.46 Billion
0.2% of portfolio
Morgan Stanley New York, NY

7.86M
Shares

$791 Million
0.06% of portfolio
Assetmark, Inc

6.7M
Shares

$674 Million
1.94% of portfolio
Wells Fargo & Company San Francisco, CA

4.3M
Shares

$433 Million
0.1% of portfolio
Hb Wealth Management, LLC

3.19M
Shares

$321 Million
3.46% of portfolio

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