Burt Wealth Advisors Pimco ETF Tr 1 5 Yr High Yield Transaction History
Burt Wealth Advisors
- $399 Million
- Q3 2025
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 4,929 shares of HYS stock, worth $466,283. This represents 0.12% of its overall portfolio holdings.
Number of Shares
4,929
Previous 4,982
1.06%
Holding current value
$466,283
Previous $473,000
0.42%
% of portfolio
0.12%
Previous 0.11%
Shares
34 transactions
Others Institutions Holding HYS
# of Institutions
262Shares Held
8.34MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY731KShares$69.1 Million0.0% of portfolio
-
Assetmark, Inc656KShares$62.1 Million0.14% of portfolio
-
Envestnet Asset Management Inc533KShares$50.4 Million0.02% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA333KShares$31.5 Million0.02% of portfolio
-
Mid American Wealth Advisory Group, Inc. Kansas City, MO325KShares$30.8 Million13.9% of portfolio