Capital Planning LLC Pimco ETF Tr Enhanced Sht Matu Transaction History
Capital Planning LLC
- $300 Million
- Q1 2024
Shares
3 transactions
Others Institutions Holding MINT
# of Institutions
679Shares Held
80MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY17.4MShares$1.75 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA8.76MShares$879 Million0.21% of portfolio
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Morgan Stanley New York, NY8.08MShares$811 Million0.07% of portfolio
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Assetmark, Inc5.49MShares$551 Million1.81% of portfolio
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Hb Wealth Management, LLC2.67MShares$268 Million3.36% of portfolio