Heirloom Wealth Management Pimco Active Bond Exchange Tra Transaction History
Heirloom Wealth Management
- $392 Million
- Q3 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 482,494 shares of BOND stock, worth $45 Million. This represents 11.5% of its overall portfolio holdings.
Number of Shares
482,494
Previous 442,263
9.1%
Holding current value
$45 Million
Previous $40.8 Million
10.48%
% of portfolio
11.5%
Previous 11.4%
Shares
2 transactions
Others Institutions Holding BOND
# of Institutions
523Shares Held
52.4MCall Options Held
15KPut Options Held
0-
Cwm, LLC3.97MShares$371 Million1.12% of portfolio
-
Morgan Stanley New York, NY2.96MShares$276 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.31MShares$215 Million0.07% of portfolio
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Envestnet Asset Management Inc2.12MShares$198 Million0.06% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.67MShares$156 Million0.23% of portfolio