Burt Wealth Advisors Pimco Active Bond Exchange Tra Transaction History
Burt Wealth Advisors
- $431 Million
- Q2 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 $601,854. This represents 0.14% of its overall portfolio holdings.
Number of Shares
6,527
Previous 6,527
-0.0%
Holding current value
$601,854
Previous $603,000
0.33%
% of portfolio
0.14%
Previous 0.15%
Shares
7 transactions
Others Institutions Holding BOND
# of Institutions
511Shares Held
49.1MCall Options Held
6.3KPut Options Held
0-
Cwm, LLC3.86MShares$356 Million1.26% of portfolio
-
Morgan Stanley New York, NY3.15MShares$290 Million0.02% of portfolio
-
Envestnet Asset Management Inc2.18MShares$201 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.81MShares$167 Million0.07% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.68MShares$155 Million0.37% of portfolio