Ep Wealth Advisors, LLC Pimco Active Bond Exchange Tra Transaction History
Ep Wealth Advisors, LLC
- $8.44 Billion
- Q1 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Pimco Active Bond Exchange Tra stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 23,845 shares of BOND stock, worth $2.17 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
23,845
Previous 28,242
15.57%
Holding current value
$2.17 Million
Previous $2.61 Million
16.09%
% of portfolio
0.03%
Previous 0.03%
Shares
25 transactions
Others Institutions Holding BOND
# of Institutions
417Shares Held
33.9MCall Options Held
0Put Options Held
2.3K-
Cwm, LLC2.96MShares$269 Million1.32% of portfolio
-
Morgan Stanley New York, NY2.5MShares$227 Million0.02% of portfolio
-
Tectonic Advisors LLC Plano, TX1.78MShares$162 Million12.63% of portfolio
-
Envestnet Asset Management Inc1.49MShares$135 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA1.06MShares$96.9 Million0.02% of portfolio