Dynasty Wealth Management, LLC Pimco Active Bond Exchange Tra Transaction History
Dynasty Wealth Management, LLC
- $5.8 Trillion
- Q4 2024
A detailed history of Dynasty Wealth Management, LLC transactions in Pimco Active Bond Exchange Tra stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 5,089 shares of BOND stock, worth $470,070. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,089
Previous 40,204
87.34%
Holding current value
$470,070
Previous $1.9 Billion
75.74%
% of portfolio
0.01%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding BOND
# of Institutions
482Shares Held
46MCall Options Held
0Put Options Held
0-
Cwm, LLC3.74MShares$345 Million1.4% of portfolio
-
Morgan Stanley New York, NY3.19MShares$295 Million0.02% of portfolio
-
Essential Planning, Llc. Portsmouth, NH1.89MShares$175 Million1.15% of portfolio
-
Tectonic Advisors LLC Plano, TX1.63MShares$151 Million9.86% of portfolio
-
Wells Fargo & Company San Francisco, CA1.55MShares$143 Million0.03% of portfolio