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 $40.8 Million. This represents 11.4% of its overall portfolio holdings.
Number of Shares
442,263Holding current value
$40.8 Million% of portfolio
11.4%Shares
1 transactions
Others Institutions Holding BOND
# of Institutions
511Shares Held
49.1MCall Options Held
6.3KPut Options Held
0-
Cwm, LLC3.86MShares$356 Million1.26% of portfolio
-
Morgan Stanley New York, NY3.15MShares$290 Million0.02% of portfolio
-
Envestnet Asset Management Inc2.18MShares$201 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.81MShares$167 Million0.07% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.68MShares$155 Million0.37% of portfolio