Ever Source Wealth Advisors, LLC Pimco Active Bond Exchange Tra Transaction History
Ever Source Wealth Advisors, LLC
- $1.95 Billion
- Q2 2025
A detailed history of Ever Source Wealth Advisors, LLC transactions in Pimco Active Bond Exchange Tra stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 10,582 shares of BOND stock, worth $992,591. This represents 0.05% of its overall portfolio holdings.
Number of Shares
10,582
Previous 16,404
35.49%
Holding current value
$992,591
Previous $1.52 Million
35.69%
% of portfolio
0.05%
Previous 0.09%
Shares
7 transactions
Others Institutions Holding BOND
# of Institutions
524Shares Held
50.4MCall Options Held
6.2KPut Options Held
3.2K-
Cwm, LLC3.97MShares$373 Million1.12% of portfolio
-
Morgan Stanley New York, NY2.8MShares$263 Million0.02% of portfolio
-
Envestnet Asset Management Inc2.18MShares$205 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.08MShares$195 Million0.07% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.72MShares$161 Million0.3% of portfolio