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 $268,945. This represents 0.25% of its overall portfolio holdings.
Number of Shares
2,923
Previous 2,471
18.29%
Holding current value
$268,945
Previous $224 Million
21.27%
% of portfolio
0.25%
Previous 0.21%
Shares
2 transactions
Others Institutions Holding BOND
# of Institutions
510Shares Held
49.2MCall Options Held
6.3KPut Options Held
0-
Cwm, LLC3.86MShares$355 Million1.26% of portfolio
-
Morgan Stanley New York, NY3.15MShares$290 Million0.02% of portfolio
-
Envestnet Asset Management Inc2.18MShares$201 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.08MShares$191 Million0.07% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.68MShares$155 Million0.37% of portfolio