Kingswood Wealth Advisors, LLC Pimco Active Bond Exchange Tra Transaction History
Kingswood Wealth Advisors, LLC
- $1.4 Trillion
- Q3 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Pimco Active Bond Exchange Tra stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 5,063 shares of BOND stock, worth $462,707. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,063
Previous 3,805
33.06%
Holding current value
$462,707
Previous $347 Million
38.39%
% of portfolio
0.03%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding BOND
# of Institutions
447Shares Held
39.5MCall Options Held
0Put Options Held
0-
Cwm, LLC3.61MShares$330 Million1.47% of portfolio
-
Morgan Stanley New York, NY2.8MShares$256 Million0.02% of portfolio
-
Tectonic Advisors LLC Plano, TX1.83MShares$167 Million11.57% of portfolio
-
Envestnet Asset Management Inc1.57MShares$143 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA1.52MShares$139 Million0.03% of portfolio