Landmark Wealth Management, LLC Pimco Active Bond Exchange Tra Transaction History
Landmark Wealth Management, LLC
- $216 Million
- Q1 2024
A detailed history of Landmark Wealth Management, LLC transactions in Pimco Active Bond Exchange Tra stock. As of the latest transaction made, Landmark Wealth Management, LLC holds 62,631 shares of BOND stock, worth $5.7 Million. This represents 2.66% of its overall portfolio holdings.
Number of Shares
62,631
Previous 59,798
4.74%
Holding current value
$5.7 Million
Previous $5.53 Million
4.07%
% of portfolio
2.66%
Previous 2.72%
Shares
10 transactions
Others Institutions Holding BOND
# of Institutions
417Shares Held
33.9MCall Options Held
0Put Options Held
2.3K-
Cwm, LLC2.96MShares$269 Million1.32% of portfolio
-
Morgan Stanley New York, NY2.5MShares$227 Million0.02% of portfolio
-
Tectonic Advisors LLC Plano, TX1.78MShares$162 Million12.63% of portfolio
-
Envestnet Asset Management Inc1.49MShares$135 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA1.06MShares$96.9 Million0.02% of portfolio