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 $534,236. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,863
Previous 2,929
100.17%
Holding current value
$534,236
Previous $266,000
108.27%
% of portfolio
0.02%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding BOND
# of Institutions
447Shares Held
39.5MCall Options Held
0Put Options Held
0-
Cwm, LLC3.61MShares$329 Million1.47% of portfolio
-
Morgan Stanley New York, NY2.8MShares$256 Million0.02% of portfolio
-
Tectonic Advisors LLC Plano, TX1.83MShares$167 Million11.57% of portfolio
-
Envestnet Asset Management Inc1.57MShares$143 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA1.52MShares$138 Million0.03% of portfolio