Burt Wealth Advisors Pimco Active Bond Exchange Tra Transaction History
Burt Wealth Advisors
- $395 Million
- Q4 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 $324,267. This represents 0.08% of its overall portfolio holdings.
Number of Shares
3,591
Previous 3,591
-0.0%
Holding current value
$324,267
Previous $339,000
4.42%
% of portfolio
0.08%
Previous 0.08%
Shares
6 transactions
Others Institutions Holding BOND
# of Institutions
467Shares Held
43.7MCall Options Held
0Put Options Held
0-
Cwm, LLC3.74MShares$338 Million1.4% of portfolio
-
Morgan Stanley New York, NY2.8MShares$253 Million0.02% of portfolio
-
Essential Planning, Llc. Portsmouth, NH1.89MShares$171 Million1.15% of portfolio
-
Tectonic Advisors LLC Plano, TX1.63MShares$147 Million9.86% of portfolio
-
Envestnet Asset Management Inc1.57MShares$141 Million0.05% of portfolio