Heritage Wealth Management, LLC Pimco ETF Tr Enhanced Short Ma Transaction History

Heritage Wealth Management, LLC

$177 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 11, 2021	SELL	$100.57 - $100.71 $15,085 - $15,106	-150 Closed	0 $0
Q1 2021 Jul 16, 2021	BUY	$100.62 - $100.77 $15,093 - $15,115	150 New	150 $15,000

Others Institutions Holding EMNT

# of Institutions

72

Shares Held

1.14M

Call Options Held

0

Put Options Held

0

Allianz Investment Management U.S. LLC Minneapolis, MN

249K
Shares

$24.6 Million
1.81% of portfolio
Morgan Stanley New York, NY

131K
Shares

$12.9 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

95.8K
Shares

$9.46 Million
0.01% of portfolio
Wealth Enhancement Advisory Services, LLC

63.7K
Shares

$6.29 Million
0.01% of portfolio
Pfg Investments, LLC Woodbury, NY

56.4K
Shares

$5.57 Million
0.36% of portfolio

About PIMCO ETF TR ENHANCED SHORT MA

Ticker EMNT
Sector ETFs
Industry ETFs

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