Lionsbridge Wealth Management LLC Pimco Active Bond Exchange Tra Transaction History
Lionsbridge Wealth Management LLC
- $109 Million
- Q4 2024
A detailed history of Lionsbridge Wealth Management LLC transactions in Pimco Active Bond Exchange Tra stock. As of the latest transaction made, Lionsbridge Wealth Management LLC holds 4,579 shares of BOND stock, worth $422,870. This represents 0.38% of its overall portfolio holdings.
Number of Shares
4,579
Previous 4,729
3.17%
Holding current value
$422,870
Previous $447,000
7.38%
% of portfolio
0.38%
Previous 0.39%
Shares
2 transactions
Others Institutions Holding BOND
# of Institutions
484Shares Held
46.2MCall Options Held
0Put Options Held
0-
Cwm, LLC3.74MShares$345 Million1.4% of portfolio
-
Morgan Stanley New York, NY3.19MShares$295 Million0.02% of portfolio
-
Essential Planning, Llc. Portsmouth, NH1.89MShares$175 Million1.15% of portfolio
-
Tectonic Advisors LLC Plano, TX1.63MShares$151 Million9.86% of portfolio
-
Wells Fargo & Company San Francisco, CA1.55MShares$143 Million0.03% of portfolio