Burt Wealth Advisors Pimco Active Bond Exchange Tra Transaction History
Burt Wealth Advisors
- $399 Million
- Q3 2024
A detailed history of Burt Wealth Advisors transactions in Pimco Active Bond Exchange Tra stock. As of the latest transaction made, Burt Wealth Advisors holds 3,591 shares of BOND stock, worth $328,468. This represents 0.08% of its overall portfolio holdings.
Number of Shares
3,591
Previous 3,591
-0.0%
Holding current value
$328,468
Previous $327,000
3.67%
% of portfolio
0.08%
Previous 0.09%
Shares
6 transactions
Others Institutions Holding BOND
# of Institutions
447Shares Held
39.5MCall Options Held
0Put Options Held
0-
Cwm, LLC3.61MShares$330 Million1.47% of portfolio
-
Morgan Stanley New York, NY2.8MShares$256 Million0.02% of portfolio
-
Tectonic Advisors LLC Plano, TX1.83MShares$167 Million11.57% of portfolio
-
Envestnet Asset Management Inc1.57MShares$143 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA1.52MShares$139 Million0.03% of portfolio