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 $267,366. This represents 0.25% of its overall portfolio holdings.
Number of Shares
2,923
Previous 2,471
18.29%
Holding current value
$267,366
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$330 Million1.47% of portfolio
-
Morgan Stanley New York, NY2.8MShares$256 Million0.02% of portfolio
-
Tectonic Advisors LLC Plano, TX1.83MShares$167 Million11.57% of portfolio
-
Envestnet Asset Management Inc1.57MShares$143 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA1.52MShares$139 Million0.03% of portfolio