Keyvantage Wealth, LLC Pimco Active Bond Exchange Tra Transaction History
Keyvantage Wealth, LLC
- $140 Billion
- Q4 2024
A detailed history of Keyvantage Wealth, LLC transactions in Pimco Active Bond Exchange Tra stock. As of the latest transaction made, Keyvantage Wealth, LLC holds 62,059 shares of BOND stock, worth $5.71 Million. This represents 4.01% of its overall portfolio holdings.
Number of Shares
62,059Holding current value
$5.71 Million% of portfolio
4.01%Shares
1 transactions
Others Institutions Holding BOND
# of Institutions
487Shares Held
49.1MCall Options Held
0Put Options Held
0-
Cwm, LLC4.15MShares$382 Million1.53% of portfolio
-
Morgan Stanley New York, NY3.19MShares$294 Million0.02% of portfolio
-
Envestnet Asset Management Inc2.38MShares$219 Million0.07% of portfolio
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Essential Planning, Llc. Portsmouth, NH1.89MShares$174 Million1.15% of portfolio
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Tectonic Advisors LLC Plano, TX1.62MShares$150 Million9.65% of portfolio