Legacy Capital Wealth Partners, LLC Pimco Active Bond Exchange Tra Transaction History
Legacy Capital Wealth Partners, LLC
- $439 Million
- Q4 2024
A detailed history of Legacy Capital Wealth Partners, LLC transactions in Pimco Active Bond Exchange Tra stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 2,398 shares of BOND stock, worth $220,807. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,398
Previous 2,403
0.21%
Holding current value
$220,807
Previous $227,000
4.85%
% of portfolio
0.05%
Previous 0.04%
Shares
5 transactions
Others Institutions Holding BOND
# of Institutions
482Shares Held
46MCall Options Held
0Put Options Held
0-
Cwm, LLC3.74MShares$344 Million1.4% of portfolio
-
Morgan Stanley New York, NY3.19MShares$294 Million0.02% of portfolio
-
Essential Planning, Llc. Portsmouth, NH1.89MShares$174 Million1.15% of portfolio
-
Tectonic Advisors LLC Plano, TX1.63MShares$150 Million9.86% of portfolio
-
Wells Fargo & Company San Francisco, CA1.55MShares$142 Million0.03% of portfolio