Gen Wealth Group, Inc. Pimco Equity Ser Rafi Esg U S Transaction History
Gen Wealth Group, Inc.
- $403 Million
- Q2 2024
A detailed history of Gen Wealth Group, Inc. transactions in Pimco Equity Ser Rafi Esg U S stock. As of the latest transaction made, Gen Wealth Group, Inc. holds 84,271 shares of RAFE stock, worth $3.02 Million. This represents 0.74% of its overall portfolio holdings.
Number of Shares
84,271
Previous 85,389
1.31%
Holding current value
$3.02 Million
Previous $3.04 Million
2.24%
% of portfolio
0.74%
Previous 0.77%
Shares
12 transactions
Others Institutions Holding RAFE
# of Institutions
23Shares Held
754KCall Options Held
0Put Options Held
0-
Northwest Bancshares, Inc. Warren, PA173KShares$6.18 Million1.04% of portfolio
-
Arlington Financial Advisors, LLC125KShares$4.48 Million1.19% of portfolio
-
Balanced Rock Investment Advisor Roslindale, MA110KShares$3.94 Million3.26% of portfolio
-
Commonwealth Equity Services, LLC67.9KShares$2.43 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC42.9KShares$1.54 Million0.0% of portfolio