Institute For Wealth Management, Llc. Pimco Global Stocks Plus & Income Fund Transaction History
Institute For Wealth Management, Llc.
- $874 Million
- Q2 2025
A detailed history of Institute For Wealth Management, Llc. transactions in Pimco Global Stocks Plus & Income Fund stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 32,719 shares of PGP stock, worth $272,549. This represents 0.03% of its overall portfolio holdings.
Number of Shares
32,719
Previous 26,788
22.14%
Holding current value
$272,549
Previous $216,000
25.46%
% of portfolio
0.03%
Previous 0.03%
Shares
8 transactions
Others Institutions Holding PGP
# of Institutions
30Shares Held
1.88MCall Options Held
0Put Options Held
0-
Rivernorth Capital Management, LLC West Palm Beach, FL352KShares$2.94 Million0.19% of portfolio
-
Guggenheim Capital LLC Chicago, IL216KShares$1.8 Million0.02% of portfolio
-
Shaker Financial Services, LLC188KShares$1.57 Million0.62% of portfolio
-
Lpl Financial LLC Fort Mill, SC160KShares$1.33 Million0.0% of portfolio
-
Cohen & Steers, Inc. New York, NY139KShares$1.16 Million0.0% of portfolio
About PIMCO Global StocksPLUS & Income Fund
- Ticker PGP
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- PIMCO Global Stocksplus & Income Fund is a closed ended balanced mutual fund launched and managed by Allianz Global Investors Fund Management LLC. The fund is co-managed by Pacific Investment Management Company LLC. It invests in fixed income and public equity markets across the globe. The fund uses a long/short strategy to invest in securit...