Legacy Capital Wealth Partners, LLC Pimco Active Bond Exchange Tra Transaction History
Legacy Capital Wealth Partners, LLC
- $574 Million
- Q3 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 2,403 shares of BOND stock, worth $218,384. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,403
Previous 2,403
-0.0%
Holding current value
$218,384
Previous $218,000
4.13%
% of portfolio
0.04%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding BOND
# of Institutions
449Shares Held
39.9MCall Options Held
0Put Options Held
0-
Cwm, LLC3.61MShares$328 Million1.47% of portfolio
-
Morgan Stanley New York, NY2.8MShares$255 Million0.02% of portfolio
-
Tectonic Advisors LLC Plano, TX1.83MShares$166 Million11.57% of portfolio
-
Envestnet Asset Management Inc1.57MShares$142 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA1.52MShares$138 Million0.03% of portfolio