Dynasty Wealth Management, LLC Pimco Active Bond Exchange Tra Transaction History
Dynasty Wealth Management, LLC
- $3.39 Trillion
- Q2 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 4,939 shares of BOND stock, worth $450,288. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,939
Previous 5,435
9.13%
Holding current value
$450,288
Previous $499 Million
9.9%
% of portfolio
0.01%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding BOND
# of Institutions
427Shares Held
37MCall Options Held
0Put Options Held
0-
Cwm, LLC3.61MShares$329 Million1.47% of portfolio
-
Morgan Stanley New York, NY2.89MShares$263 Million0.02% of portfolio
-
Tectonic Advisors LLC Plano, TX1.83MShares$167 Million11.57% of portfolio
-
Envestnet Asset Management Inc1.45MShares$132 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA1.2MShares$110 Million0.03% of portfolio