Concurrent Investment Advisors, LLC Pimco Active Bond Exchange Tra Transaction History
Concurrent Investment Advisors, LLC
- $4.12 Trillion
- Q1 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Pimco Active Bond Exchange Tra stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 448,103 shares of BOND stock, worth $41.2 Million. This represents 1.01% of its overall portfolio holdings.
Number of Shares
448,103
Previous 381,576
17.43%
Holding current value
$41.2 Million
Previous $34.5 Billion
20.1%
% of portfolio
1.01%
Previous 0.93%
Shares
6 transactions
Others Institutions Holding BOND
# of Institutions
490Shares Held
49.1MCall Options Held
0Put Options Held
0-
Cwm, LLC4.15MShares$382 Million1.53% of portfolio
-
Morgan Stanley New York, NY3.19MShares$294 Million0.02% of portfolio
-
Envestnet Asset Management Inc2.38MShares$219 Million0.07% of portfolio
-
Essential Planning, Llc. Portsmouth, NH1.89MShares$174 Million1.15% of portfolio
-
Tectonic Advisors LLC Plano, TX1.62MShares$150 Million9.65% of portfolio