Dynasty Wealth Management, LLC Pimco Active Bond Exchange Tra Transaction History
Dynasty Wealth Management, LLC
- $6 Trillion
- Q1 2025
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 3,519 shares of BOND stock, worth $323,853. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,519
Previous 5,089
30.85%
Holding current value
$323,853
Previous $460 Million
29.28%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding BOND
# of Institutions
491Shares Held
47.7MCall 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
-
Lpl Financial LLC Fort Mill, SC1.81MShares$166 Million0.07% of portfolio
-
Tectonic Advisors LLC Plano, TX1.62MShares$150 Million9.65% of portfolio