Kwb Wealth Pimco Equity Ser Rafi Esg U S Transaction History
Kwb Wealth
- $847 Million
- Q2 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 8,883 shares of RAFE stock, worth $341,196. This represents 0.04% of its overall portfolio holdings.
Number of Shares
8,883
Previous 5,773
53.87%
Holding current value
$341,196
Previous $208,000
62.5%
% of portfolio
0.04%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding RAFE
# of Institutions
27Shares Held
1.46MCall Options Held
0Put Options Held
0-
Sellwood Investment Partners LLC Portland, OR507KShares$19.5 Million9.24% of portfolio
-
Northwest Bancshares, Inc. Warren, PA164KShares$6.32 Million1.1% of portfolio
-
Arlington Financial Advisors, LLC132KShares$5.05 Million1.0% of portfolio
-
Balanced Rock Investment Advisor Roslindale, MA110KShares$4.24 Million3.2% of portfolio
-
Commonwealth Equity Services, LLC103KShares$3.97 Million0.01% of portfolio