Financial Synergies Wealth Advisors, Inc. Pimco Investment Grade Corp Bd Transaction History
Financial Synergies Wealth Advisors, Inc.
- $742 Billion
- Q2 2024
Shares
1 transactions
Others Institutions Holding CORP
# of Institutions
166Shares Held
8.48MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.45MShares$139 Million0.01% of portfolio
-
Cwm, LLC1.04MShares$99.9 Million0.47% of portfolio
-
Migdal Insurance & Financial Holdings Ltd.598KShares$57.5 Million0.95% of portfolio
-
Morgan Stanley New York, NY556KShares$53.4 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC548KShares$52.7 Million0.03% of portfolio