Lantern Wealth Advisors, LLC Pimco Active Bond Exchange Tra Transaction History
Lantern Wealth Advisors, LLC
- $138 Billion
- Q2 2024
A detailed history of Lantern Wealth Advisors, LLC transactions in Pimco Active Bond Exchange Tra stock. As of the latest transaction made, Lantern Wealth Advisors, LLC holds 2,465 shares of BOND stock, worth $224,734. This represents 0.16% of its overall portfolio holdings.
Number of Shares
2,465
Previous 3,547
30.5%
Holding current value
$224,734
Previous $326 Million
31.08%
% of portfolio
0.16%
Previous 0.23%
Shares
3 transactions
Others Institutions Holding BOND
# of Institutions
427Shares Held
37MCall Options Held
0Put Options Held
0-
Cwm, LLC3.61MShares$329 Million1.47% of portfolio
-
Morgan Stanley New York, NY2.89MShares$263 Million0.02% of portfolio
-
Tectonic Advisors LLC Plano, TX1.83MShares$167 Million11.57% of portfolio
-
Envestnet Asset Management Inc1.45MShares$132 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA1.2MShares$110 Million0.03% of portfolio