Consolidated Planning Corp Pimco Active Bond Exchange Tra Transaction History
Consolidated Planning Corp
- $637 Million
- Q1 2025
Shares
2 transactions
Others Institutions Holding BOND
# of Institutions
506Shares Held
49.4MCall Options Held
6.3KPut Options Held
0-
Cwm, LLC4.15MShares$378 Million1.53% of portfolio
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Morgan Stanley New York, NY3.15MShares$286 Million0.02% of portfolio
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Envestnet Asset Management Inc2.38MShares$216 Million0.07% of portfolio
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Lpl Financial LLC Fort Mill, SC1.81MShares$165 Million0.07% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ1.68MShares$153 Million0.37% of portfolio