Beacon Financial Planning, Inc Pimco Active Bond Exchange Tra Transaction History
Beacon Financial Planning, Inc
- $147 Billion
- Q2 2024
A detailed history of Beacon Financial Planning, Inc transactions in Pimco Active Bond Exchange Tra stock. As of the latest transaction made, Beacon Financial Planning, Inc holds 23,902 shares of BOND stock, worth $2.27 Million. This represents 1.48% of its overall portfolio holdings.
Number of Shares
23,902
Previous 24,720
3.31%
Holding current value
$2.27 Million
Previous $2.27 Billion
4.13%
% of portfolio
1.48%
Previous 1.59%
Shares
7 transactions
Others Institutions Holding BOND
# of Institutions
422Shares Held
35.6MCall Options Held
0Put Options Held
0-
Cwm, LLC3.11MShares$295 Million1.33% of portfolio
-
Morgan Stanley New York, NY2.89MShares$274 Million0.02% of portfolio
-
Tectonic Advisors LLC Plano, TX1.81MShares$171 Million12.11% of portfolio
-
Envestnet Asset Management Inc1.45MShares$137 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA1.2MShares$114 Million0.03% of portfolio