Burt Wealth Advisors Pimco Active Bond Exchange Tra Transaction History
Burt Wealth Advisors
- $399 Million
- Q3 2025
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 6,527 shares of BOND stock, worth $609,948. This represents 0.15% of its overall portfolio holdings.
Number of Shares
6,527
Previous 6,527
-0.0%
Holding current value
$609,948
Previous $601,000
1.33%
% of portfolio
0.15%
Previous 0.14%
Shares
7 transactions
Others Institutions Holding BOND
# of Institutions
526Shares Held
52MCall Options Held
6.2KPut Options Held
3.2K-
Cwm, LLC3.97MShares$371 Million1.12% of portfolio
-
Morgan Stanley New York, NY2.8MShares$262 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.31MShares$216 Million0.07% of portfolio
-
Envestnet Asset Management Inc2.12MShares$198 Million0.06% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.72MShares$160 Million0.3% of portfolio