Levy Wealth Management Group, LLC Pimco ETF Tr Enhanced Sht Matu Transaction History
Levy Wealth Management Group, LLC
- $376 Million
- Q1 2024
A detailed history of Levy Wealth Management Group, LLC transactions in Pimco ETF Tr Enhanced Sht Matu stock. As of the latest transaction made, Levy Wealth Management Group, LLC holds 17,764 shares of MINT stock, worth $1.79 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
17,764
Previous 17,764
-0.0%
Holding current value
$1.79 Million
Previous $1.77 Million
0.73%
% of portfolio
0.47%
Previous 0.5%
Shares
13 transactions
Others Institutions Holding MINT
# of Institutions
677Shares Held
79.9MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY17.4MShares$1.75 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA8.76MShares$882 Million0.21% of portfolio
-
Morgan Stanley New York, NY8.08MShares$813 Million0.07% of portfolio
-
Assetmark, Inc5.49MShares$553 Million1.81% of portfolio
-
Hb Wealth Management, LLC2.67MShares$269 Million3.36% of portfolio