Cardinal Point Wealth Management Partners, LLC Pimco Active Bond Exchange Tra Transaction History
Cardinal Point Wealth Management Partners, LLC
- $328 Million
- Q1 2023
A detailed history of Cardinal Point Wealth Management Partners, LLC transactions in Pimco Active Bond Exchange Tra stock. As of the latest transaction made, Cardinal Point Wealth Management Partners, LLC holds 148,684 shares of BOND stock, worth $13.6 Million. This represents 4.21% of its overall portfolio holdings.
Number of Shares
148,684
Previous 146,449
1.53%
Holding current value
$13.6 Million
Previous $13.3 Million
4.08%
% of portfolio
4.21%
Previous 4.6%
Shares
6 transactions
Others Institutions Holding BOND
# of Institutions
514Shares Held
49.9MCall Options Held
6.3KPut Options Held
0-
Cwm, LLC4.15MShares$381 Million1.53% of portfolio
-
Morgan Stanley New York, NY3.15MShares$288 Million0.02% of portfolio
-
Envestnet Asset Management Inc2.38MShares$218 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.81MShares$166 Million0.07% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.68MShares$154 Million0.37% of portfolio