Keystone Wealth Services, LLC Pimco Active Bond Exchange Tra Transaction History
Keystone Wealth Services, LLC
- $351 Million
- Q4 2024
A detailed history of Keystone Wealth Services, LLC transactions in Pimco Active Bond Exchange Tra stock. As of the latest transaction made, Keystone Wealth Services, LLC holds 3,535 shares of BOND stock, worth $322,109. This represents 0.09% of its overall portfolio holdings.
Number of Shares
3,535
Previous 4,541
22.15%
Holding current value
$322,109
Previous $429,000
25.64%
% of portfolio
0.09%
Previous 0.13%
Shares
5 transactions
Others Institutions Holding BOND
# of Institutions
477Shares Held
45.7MCall Options Held
0Put Options Held
0-
Cwm, LLC3.74MShares$341 Million1.4% of portfolio
-
Morgan Stanley New York, NY3.19MShares$291 Million0.02% of portfolio
-
Essential Planning, Llc. Portsmouth, NH1.89MShares$173 Million1.15% of portfolio
-
Tectonic Advisors LLC Plano, TX1.63MShares$149 Million9.86% of portfolio
-
Wells Fargo & Company San Francisco, CA1.55MShares$141 Million0.03% of portfolio