Gradient Capital Advisors, LLC Pimco ETF Tr 1 5 Yr High Yield Transaction History
Gradient Capital Advisors, LLC
- $358 Million
- Q3 2025
Shares
7 transactions
Others Institutions Holding HYS
# of Institutions
264Shares Held
8.39MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY731KShares$69.1 Million0.0% of portfolio
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Assetmark, Inc656KShares$62.1 Million0.14% of portfolio
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Envestnet Asset Management Inc533KShares$50.4 Million0.02% of portfolio
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Pnc Financial Services Group, Inc. Pittsburgh, PA333KShares$31.5 Million0.02% of portfolio
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Mid American Wealth Advisory Group, Inc. Kansas City, MO325KShares$30.8 Million13.9% of portfolio