Heirloom Wealth Management Pimco ETF Tr Enhanced Sht Matu Transaction History
Heirloom Wealth Management
- $318 Million
- Q4 2024
A detailed history of Heirloom Wealth Management transactions in Pimco ETF Tr Enhanced Sht Matu stock. As of the latest transaction made, Heirloom Wealth Management holds 38,125 shares of MINT stock, worth $3.84 Million. This represents 1.2% of its overall portfolio holdings.
Number of Shares
38,125
Previous 2,491
1430.51%
Holding current value
$3.84 Million
Previous $250,000
1430.0%
% of portfolio
1.2%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding MINT
# of Institutions
749Shares Held
87.3MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY23.9MShares$2.4 Billion0.2% of portfolio
-
Morgan Stanley New York, NY7.76MShares$781 Million0.06% of portfolio
-
Assetmark, Inc7.19MShares$723 Million1.98% of portfolio
-
Wells Fargo & Company San Francisco, CA3.53MShares$355 Million0.08% of portfolio
-
Hb Wealth Management, LLC3.48MShares$350 Million3.58% of portfolio