Burt Wealth Advisors Pimco ETF Tr 1 5 Yr High Yield Transaction History
Burt Wealth Advisors
- $399 Million
- Q3 2024
A detailed history of Burt Wealth Advisors transactions in Pimco ETF Tr 1 5 Yr High Yield stock. As of the latest transaction made, Burt Wealth Advisors holds 3,958 shares of HYS stock, worth $374,624. This represents 0.09% of its overall portfolio holdings.
Number of Shares
3,958
Previous 3,507
12.86%
Holding current value
$374,624
Previous $325,000
16.0%
% of portfolio
0.09%
Previous 0.09%
Shares
30 transactions
Others Institutions Holding HYS
# of Institutions
251Shares Held
9.14MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY838KShares$79.4 Million0.01% of portfolio
-
Morgan Stanley New York, NY755KShares$71.5 Million0.01% of portfolio
-
Assetmark, Inc666KShares$63 Million0.18% of portfolio
-
Envestnet Asset Management Inc568KShares$53.7 Million0.02% of portfolio
-
Allianz Asset Management Gmb H Munich, 2M424KShares$40.1 Million0.06% of portfolio