Catalyst Wealth Management, LLC Pimco Active Bond Exchange Tra Transaction History
Catalyst Wealth Management, LLC
- $107 Billion
- Q1 2023
A detailed history of Catalyst Wealth Management, LLC transactions in Pimco Active Bond Exchange Tra stock. As of the latest transaction made, Catalyst Wealth Management, LLC holds 2,923 shares of BOND stock, worth $264,297. This represents 0.25% of its overall portfolio holdings.
Number of Shares
2,923
Previous 2,471
18.29%
Holding current value
$264,297
Previous $224 Million
21.27%
% of portfolio
0.25%
Previous 0.21%
Shares
2 transactions
Others Institutions Holding BOND
# of Institutions
449Shares Held
39.9MCall Options Held
0Put Options Held
0-
Cwm, LLC3.61MShares$327 Million1.47% of portfolio
-
Morgan Stanley New York, NY2.8MShares$254 Million0.02% of portfolio
-
Tectonic Advisors LLC Plano, TX1.83MShares$165 Million11.57% of portfolio
-
Envestnet Asset Management Inc1.57MShares$142 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA1.52MShares$137 Million0.03% of portfolio