Kingsview Wealth Management, LLC Pimco Enhanced Low Duration Ac Transaction History
Kingsview Wealth Management, LLC
- $4.45 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding LDUR
# of Institutions
163Shares Held
6.58MCall Options Held
0Put Options Held
0-
Cwm, LLC978KShares$93 Million0.4% of portfolio
-
Advocacy Wealth Management Services, LLC811KShares$77.2 Million6.66% of portfolio
-
Td Capital Management LLC Memphis, TN451KShares$42.9 Million4.37% of portfolio
-
Bank Of America Corp Charlotte, NC363KShares$34.5 Million0.0% of portfolio
-
Morgan Stanley New York, NY336KShares$31.9 Million0.0% of portfolio