Burt Wealth Advisors Pimco Active Bond Exchange Tra Transaction History
Burt Wealth Advisors
- $402 Million
- Q1 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 $594,022. This represents 0.15% of its overall portfolio holdings.
Number of Shares
6,527
Previous 3,591
81.76%
Holding current value
$594,022
Previous $324,000
86.11%
% of portfolio
0.15%
Previous 0.08%
Shares
7 transactions
Others Institutions Holding BOND
# of Institutions
507Shares Held
49.4MCall Options Held
6.3KPut Options Held
0-
Cwm, LLC4.15MShares$378 Million1.53% of portfolio
-
Morgan Stanley New York, NY3.15MShares$286 Million0.02% of portfolio
-
Envestnet Asset Management Inc2.38MShares$216 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.81MShares$165 Million0.07% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.68MShares$153 Million0.37% of portfolio