Comprehensive Financial Consultants Institutional, Inc. Pimco Active Bond Exchange Tra Transaction History

Comprehensive Financial Consultants Institutional, Inc.

$259 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 11, 2022	SELL	$100.7 - $108.94 $8,257 - $8,933	-82 Closed	0 $0
Q4 2021 Mar 10, 2022	BUY	$108.95 - $110.71 $8,933 - $9,078	82 New	82 $8,000

Others Institutions Holding BOND

# of Institutions

449

Shares Held

39.9M

Call Options Held

Put Options Held

Cwm, LLC

3.61M
Shares

$328 Million
1.47% of portfolio
Morgan Stanley New York, NY

2.8M
Shares

$255 Million
0.02% of portfolio
Tectonic Advisors LLC Plano, TX

1.83M
Shares

$166 Million
11.57% of portfolio
Envestnet Asset Management Inc

1.57M
Shares

$142 Million
0.05% of portfolio
Wells Fargo & Company San Francisco, CA

1.52M
Shares

$138 Million
0.03% of portfolio

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