Financial Consulate, Inc Pimco Rafi Dynamic Multi Facto Call Options Transaction History
Financial Consulate, Inc
- $486 Million
- Q2 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding MFUS
# of Institutions
31Shares Held
2.95MCall Options Held
0Put Options Held
0-
Schiavi & CO LLC Wilmington, DE1.34MShares$72.2 Million28.55% of portfolio
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Austin Wealth Management, LLC Austin, TX567KShares$30.5 Million5.52% of portfolio
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Baker Ellis Asset Management LLC229KShares$12.3 Million1.74% of portfolio
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Williams & Novak, LLC Westlake Village, CA144KShares$7.75 Million7.04% of portfolio
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Entrewealth, LLC Austin, TX109KShares$5.89 Million4.22% of portfolio