Bkm Wealth Management, LLC Pimco Rafi Dynamic Multi Facto Call Options Transaction History
Bkm Wealth Management, LLC
- $256 Billion
- Q2 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding MFDX
# of Institutions
51Shares Held
8.88MCall Options Held
0Put Options Held
0-
Schiavi & CO LLC Wilmington, DE3.21MShares$119 Million45.11% of portfolio
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Financial Consulate, Inc1.63MShares$60.4 Million12.03% of portfolio
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Fundamentun, LLC Beachwood, OH1.23MShares$45.6 Million2.23% of portfolio
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Mariner, LLC Overland Park, KS877KShares$32.5 Million0.05% of portfolio
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Austin Wealth Management, LLC Austin, TX270KShares$10 Million1.68% of portfolio