Liberty Wealth Management LLC Pimco Enhanced Low Duration Ac Transaction History
Liberty Wealth Management LLC
- $569 Million
- Q3 2024
Shares
4 transactions
Others Institutions Holding LDUR
# of Institutions
162Shares Held
6.47MCall Options Held
0Put Options Held
0-
Cwm, LLC978KShares$93.2 Million0.4% of portfolio
-
Advocacy Wealth Management Services, LLC811KShares$77.3 Million6.66% of portfolio
-
Td Capital Management LLC Memphis, TN451KShares$42.9 Million4.37% of portfolio
-
Bank Of America Corp Charlotte, NC363KShares$34.6 Million0.0% of portfolio
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Morgan Stanley New York, NY336KShares$32 Million0.0% of portfolio