Geo Wealth Management, LLC Pimco Active Bond Exchange Tra Transaction History
Geo Wealth Management, LLC
- $2.2 Billion
- Q2 2024
A detailed history of Geo Wealth Management, LLC transactions in Pimco Active Bond Exchange Tra stock. As of the latest transaction made, Geo Wealth Management, LLC holds 144,129 shares of BOND stock, worth $13.7 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
144,129
Previous 135,748
6.17%
Holding current value
$13.7 Million
Previous $12.5 Million
5.28%
% of portfolio
0.6%
Previous 0.5%
Shares
20 transactions
Others Institutions Holding BOND
# of Institutions
422Shares Held
35.6MCall Options Held
0Put Options Held
0-
Cwm, LLC3.11MShares$295 Million1.33% of portfolio
-
Morgan Stanley New York, NY2.89MShares$274 Million0.02% of portfolio
-
Tectonic Advisors LLC Plano, TX1.81MShares$171 Million12.11% of portfolio
-
Envestnet Asset Management Inc1.45MShares$137 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA1.2MShares$114 Million0.03% of portfolio