Kwb Wealth Pimco Equity Ser Rafi Esg U S Transaction History
Kwb Wealth
- $882 Million
- Q3 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 9,528 shares of RAFE stock, worth $384,454. This represents 0.04% of its overall portfolio holdings.
Number of Shares
9,528
Previous 8,883
7.26%
Holding current value
$384,454
Previous $338,000
14.5%
% of portfolio
0.04%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding RAFE
# of Institutions
30Shares Held
1.53MCall Options Held
0Put Options Held
0-
Sellwood Investment Partners LLC Portland, OR507KShares$20.5 Million9.24% of portfolio
-
Northwest Bancshares, Inc. Warren, PA161KShares$6.49 Million1.09% of portfolio
-
Balanced Rock Investment Advisor Roslindale, MA151KShares$6.09 Million4.51% of portfolio
-
Arlington Financial Advisors, LLC133KShares$5.37 Million1.01% of portfolio
-
Commonwealth Equity Services, LLC118KShares$4.78 Million0.01% of portfolio