Ever Source Wealth Advisors, LLC Pimco Active Bond Exchange Tra Transaction History
Ever Source Wealth Advisors, LLC
- $1.66 Billion
- Q1 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 16,404 shares of BOND stock, worth $1.5 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
16,404
Previous 1,030
1492.62%
Holding current value
$1.5 Million
Previous $93,000
1530.11%
% of portfolio
0.09%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding BOND
# of Institutions
513Shares Held
49.6MCall Options Held
6.3KPut Options Held
0-
Cwm, LLC3.86MShares$354 Million1.26% of portfolio
-
Morgan Stanley New York, NY3.15MShares$288 Million0.02% of portfolio
-
Envestnet Asset Management Inc2.38MShares$218 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.81MShares$166 Million0.07% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.68MShares$154 Million0.37% of portfolio