Forvis Wealth Advisors, LLC Pimco Active Bond Exchange Tra Call Options Transaction History
Forvis Wealth Advisors, LLC
- $4.26 Billion
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding BOND
# of Institutions
449Shares Held
39.9MCall Options Held
0Put Options Held
0-
Cwm, LLC3.61MShares$328 Million1.47% of portfolio
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Morgan Stanley New York, NY2.8MShares$255 Million0.02% of portfolio
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Tectonic Advisors LLC Plano, TX1.83MShares$166 Million11.57% of portfolio
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Envestnet Asset Management Inc1.57MShares$142 Million0.05% of portfolio
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Wells Fargo & Company San Francisco, CA1.52MShares$138 Million0.03% of portfolio