Institute For Wealth Management, Llc. Pimco Global Stocks Plus & Income Fund Transaction History
Institute For Wealth Management, Llc.
- $929 Million
- Q3 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 41,460 shares of PGP stock, worth $347,849. This represents 0.04% of its overall portfolio holdings.
Number of Shares
41,460
Previous 32,719
26.72%
Holding current value
$347,849
Previous $271,000
31.0%
% of portfolio
0.04%
Previous 0.03%
Shares
9 transactions
Others Institutions Holding PGP
# of Institutions
31Shares Held
1.65MCall Options Held
0Put Options Held
0-
Rivernorth Capital Management, LLC West Palm Beach, FL346KShares$2.9 Million0.22% of portfolio
-
Guggenheim Capital LLC Chicago, IL213KShares$1.78 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC168KShares$1.41 Million0.0% of portfolio
-
Cohen & Steers, Inc. New York, NY139KShares$1.16 Million0.0% of portfolio
-
Morgan Stanley New York, NY121KShares$1.01 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...