Heirloom Wealth Management Pimco Active Bond Exchange Tra Transaction History
Heirloom Wealth Management
- $358 Million
- Q2 2025
A detailed history of Heirloom Wealth Management transactions in Pimco Active Bond Exchange Tra stock. As of the latest transaction made, Heirloom Wealth Management holds 442,263 shares of BOND stock, worth $41.4 Million. This represents 11.4% of its overall portfolio holdings.
Number of Shares
442,263Holding current value
$41.4 Million% of portfolio
11.4%Shares
1 transactions
Others Institutions Holding BOND
# of Institutions
523Shares Held
50MCall Options Held
6.2KPut Options Held
3.2K-
Cwm, LLC3.86MShares$361 Million1.26% of portfolio
-
Morgan Stanley New York, NY2.8MShares$262 Million0.02% of portfolio
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Envestnet Asset Management Inc2.18MShares$204 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC2.08MShares$194 Million0.07% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ1.72MShares$161 Million0.3% of portfolio