Concurrent Investment Advisors, LLC Pimco Active Bond Exchange Tra Transaction History
Concurrent Investment Advisors, LLC
- $3.04 Trillion
- Q2 2024
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 309,871 shares of BOND stock, worth $29.3 Million. This represents 0.93% of its overall portfolio holdings.
Number of Shares
309,871
Previous 278,282
11.35%
Holding current value
$29.3 Million
Previous $25.6 Billion
10.41%
% of portfolio
0.93%
Previous 1.03%
Shares
3 transactions
Others Institutions Holding BOND
# of Institutions
422Shares Held
35.6MCall Options Held
0Put Options Held
0-
Cwm, LLC3.11MShares$294 Million1.33% of portfolio
-
Morgan Stanley New York, NY2.89MShares$273 Million0.02% of portfolio
-
Tectonic Advisors LLC Plano, TX1.81MShares$171 Million12.11% of portfolio
-
Envestnet Asset Management Inc1.45MShares$137 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA1.2MShares$114 Million0.03% of portfolio