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 $5.14 Million. This represents 2.95% of its overall portfolio holdings.
Number of Shares
55,301
Previous 52,166
6.01%
Holding current value
$5.14 Million
Previous $4.94 Million
1.32%
% of portfolio
2.95%
Previous 2.92%
Shares
13 transactions
Others Institutions Holding BOND
# of Institutions
482Shares Held
45.7MCall Options Held
0Put Options Held
0-
Cwm, LLC3.74MShares$347 Million1.4% of portfolio
-
Morgan Stanley New York, NY3.19MShares$297 Million0.02% of portfolio
-
Essential Planning, Llc. Portsmouth, NH1.89MShares$176 Million1.15% of portfolio
-
Tectonic Advisors LLC Plano, TX1.63MShares$151 Million9.86% of portfolio
-
Wells Fargo & Company San Francisco, CA1.55MShares$144 Million0.03% of portfolio