Iht Wealth Management, LLC Pimco Active Bond Exchange Tra Transaction History
Iht Wealth Management, LLC
- $3.44 Billion
- Q3 2024
A detailed history of Iht Wealth Management, LLC transactions in Pimco Active Bond Exchange Tra stock. As of the latest transaction made, Iht Wealth Management, LLC holds 5,863 shares of BOND stock, worth $533,415. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,863
Previous 2,929
100.17%
Holding current value
$533,415
Previous $266,000
108.27%
% of portfolio
0.02%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding BOND
# of Institutions
464Shares Held
41.1MCall Options Held
0Put Options Held
0-
Cwm, LLC3.74MShares$340 Million1.4% of portfolio
-
Morgan Stanley New York, NY2.8MShares$255 Million0.02% of portfolio
-
Tectonic Advisors LLC Plano, TX1.63MShares$148 Million9.86% of portfolio
-
Envestnet Asset Management Inc1.57MShares$142 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA1.52MShares$138 Million0.03% of portfolio