Bernard Wealth Management Corp. Pimco Investment Grade Corp Bd Transaction History
Bernard Wealth Management Corp.
- $216 Billion
- Q2 2025
A detailed history of Bernard Wealth Management Corp. transactions in Pimco Investment Grade Corp Bd stock. As of the latest transaction made, Bernard Wealth Management Corp. holds 37,432 shares of CORP stock, worth $3.68 Million. This represents 1.69% of its overall portfolio holdings.
Number of Shares
37,432
Previous 31,945
17.18%
Holding current value
$3.68 Million
Previous $3.09 Billion
17.83%
% of portfolio
1.69%
Previous 1.51%
Shares
4 transactions
Others Institutions Holding CORP
# of Institutions
187Shares Held
23.9MCall Options Held
0Put Options Held
0-
Gallagher Fiduciary Advisors, LLC Rolling Meadows, IL12.9MShares$1.27 Billion1.78% of portfolio
-
Bank Of America Corp Charlotte, NC1.8MShares$177 Million0.01% of portfolio
-
Cwm, LLC1.35MShares$133 Million0.46% of portfolio
-
Lpl Financial LLC Fort Mill, SC835KShares$82.2 Million0.03% of portfolio
-
Morgan Stanley New York, NY593KShares$58.4 Million0.0% of portfolio