Ever Source Wealth Advisors, LLC Pimco Active Bond Exchange Tra Transaction History
Ever Source Wealth Advisors, LLC
- $1.48 Billion
- Q3 2024
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 686 shares of BOND stock, worth $62,343. This represents 0.0% of its overall portfolio holdings.
Number of Shares
686
Previous 2,221
69.11%
Holding current value
$62,343
Previous $202,000
68.32%
% of portfolio
0.0%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding BOND
# of Institutions
449Shares Held
39.9MCall Options Held
0Put Options Held
0-
Cwm, LLC3.61MShares$328 Million1.47% of portfolio
-
Morgan Stanley New York, NY2.8MShares$255 Million0.02% of portfolio
-
Tectonic Advisors LLC Plano, TX1.83MShares$166 Million11.57% of portfolio
-
Envestnet Asset Management Inc1.57MShares$142 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA1.52MShares$138 Million0.03% of portfolio