Financial Synergies Wealth Advisors, Inc. Pimco Active Bond Exchange Tra Call Options Transaction History
Financial Synergies Wealth Advisors, Inc.
- $762 Billion
- Q1 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding BOND
# of Institutions
418Shares Held
33.9MCall Options Held
0Put Options Held
2.3K-
Cwm, LLC2.96MShares$268 Million1.32% of portfolio
-
Morgan Stanley New York, NY2.5MShares$226 Million0.02% of portfolio
-
Tectonic Advisors LLC Plano, TX1.78MShares$161 Million12.63% of portfolio
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Envestnet Asset Management Inc1.49MShares$135 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA1.06MShares$96.3 Million0.02% of portfolio