Kathleen S. Wright Associates Inc. Pimco Rafi Dynamic Multi Facto Transaction History
Kathleen S. Wright Associates Inc.
- $221 Million
- Q2 2024
A detailed history of Kathleen S. Wright Associates Inc. transactions in Pimco Rafi Dynamic Multi Facto stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 21,673 shares of MFEM stock, worth $430,642. This represents 0.2% of its overall portfolio holdings.
Number of Shares
21,673
Previous 27,389
20.87%
Holding current value
$430,642
Previous $535,000
17.2%
% of portfolio
0.2%
Previous 0.25%
Shares
11 transactions
Others Institutions Holding MFEM
# of Institutions
37Shares Held
4.42MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc883KShares$17.5 Million0.01% of portfolio
-
Schiavi & CO LLC Wilmington, DE844KShares$16.8 Million6.78% of portfolio
-
Park Avenue Securities LLC627KShares$12.5 Million0.16% of portfolio
-
Pasadena Private Wealth, LLC Pasadena, CA288KShares$5.73 Million1.42% of portfolio
-
Austin Wealth Management, LLC Austin, TX254KShares$5.06 Million1.24% of portfolio