Kwb Wealth Pimco Equity Ser Rafi Esg U S Transaction History
Kwb Wealth
- $891 Million
- Q4 2025
A detailed history of Kwb Wealth transactions in Pimco Equity Ser Rafi Esg U S stock. As of the latest transaction made, Kwb Wealth holds 9,707 shares of RAFE stock, worth $397,501. This represents 0.04% of its overall portfolio holdings.
Number of Shares
9,707
Previous 9,528
1.88%
Holding current value
$397,501
Previous $387,000
2.58%
% of portfolio
0.04%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding RAFE
# of Institutions
32Shares Held
1.5MCall Options Held
0Put Options Held
0-
Sellwood Investment Partners LLC Portland, OR509KShares$20.8 Million8.24% of portfolio
-
Balanced Rock Investment Advisor Roslindale, MA152KShares$6.23 Million4.52% of portfolio
-
Arlington Financial Advisors, LLC127KShares$5.21 Million1.01% of portfolio
-
Northwest Bancshares, Inc. Warren, PA112KShares$4.61 Million0.77% of portfolio
-
Commonwealth Equity Services, LLC109KShares$4.46 Million0.01% of portfolio