Beta Wealth Group, Inc. Pimco Active Bond Exchange Tra Transaction History
Beta Wealth Group, Inc.
- $184 Million
- Q2 2025
Shares
1 transactions
Others Institutions Holding BOND
# of Institutions
529Shares Held
51.3MCall Options Held
6.2KPut Options Held
3.2K-
Cwm, LLC3.97MShares$370 Million1.12% of portfolio
-
Morgan Stanley New York, NY2.8MShares$261 Million0.02% of portfolio
-
Envestnet Asset Management Inc2.12MShares$198 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.08MShares$193 Million0.07% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.72MShares$160 Million0.3% of portfolio