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 $14.1 Million. This represents 4.21% of its overall portfolio holdings.
Number of Shares
148,684
Previous 146,449
1.53%
Holding current value
$14.1 Million
Previous $13.3 Million
4.08%
% of portfolio
4.21%
Previous 4.6%
Shares
6 transactions
Others Institutions Holding BOND
# of Institutions
422Shares Held
35.6MCall Options Held
0Put Options Held
0-
Cwm, LLC3.11MShares$295 Million1.33% of portfolio
-
Morgan Stanley New York, NY2.89MShares$274 Million0.02% of portfolio
-
Tectonic Advisors LLC Plano, TX1.81MShares$171 Million12.11% of portfolio
-
Envestnet Asset Management Inc1.45MShares$137 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA1.2MShares$114 Million0.03% of portfolio