Burt Wealth Advisors Pimco Enhanced Low Duration Ac Transaction History
Burt Wealth Advisors
- $402 Million
- Q1 2025
Shares
3 transactions
Others Institutions Holding LDUR
# of Institutions
173Shares Held
7.11MCall Options Held
0Put Options Held
0-
Cwm, LLC967KShares$92.8 Million0.37% of portfolio
-
Td Capital Management LLC Memphis, TN418KShares$40.1 Million4.09% of portfolio
-
Advocacy Wealth Management Services, LLC410KShares$39.3 Million3.3% of portfolio
-
Bank Of America Corp Charlotte, NC360KShares$34.5 Million0.0% of portfolio
-
Morgan Stanley New York, NY307KShares$29.5 Million0.0% of portfolio