Carson Allaria Wealth Management, Ltd. Pimco Active Bond Exchange Tra Transaction History
Carson Allaria Wealth Management, Ltd.
- $169 Million
- Q4 2024
A detailed history of Carson Allaria Wealth Management, Ltd. transactions in Pimco Active Bond Exchange Tra stock. As of the latest transaction made, Carson Allaria Wealth Management, Ltd. holds 55,301 shares of BOND stock, worth $5.06 Million. This represents 2.95% of its overall portfolio holdings.
Number of Shares
55,301
Previous 52,166
6.01%
Holding current value
$5.06 Million
Previous $4.94 Million
1.32%
% of portfolio
2.95%
Previous 2.92%
Shares
13 transactions
Others Institutions Holding BOND
# of Institutions
481Shares Held
46.7MCall Options Held
0Put Options Held
0-
Cwm, LLC3.74MShares$342 Million1.4% of portfolio
-
Morgan Stanley New York, NY3.19MShares$292 Million0.02% of portfolio
-
Essential Planning, Llc. Portsmouth, NH1.89MShares$173 Million1.15% of portfolio
-
Tectonic Advisors LLC Plano, TX1.63MShares$149 Million9.86% of portfolio
-
Wells Fargo & Company San Francisco, CA1.55MShares$142 Million0.03% of portfolio