Lionshead Wealth Management, LLC Pimco Active Bond Exchange Tra Put Options Transaction History
Lionshead Wealth Management, LLC
- $138 Billion
- Q4 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding BOND
# of Institutions
481Shares Held
46.9MCall Options Held
0Put Options Held
0-
Cwm, LLC3.74MShares$342 Million1.4% of portfolio
-
Morgan Stanley New York, NY3.19MShares$292 Million0.02% of portfolio
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Envestnet Asset Management Inc2.38MShares$217 Million0.07% of portfolio
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Essential Planning, Llc. Portsmouth, NH1.89MShares$173 Million1.15% of portfolio
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Tectonic Advisors LLC Plano, TX1.63MShares$149 Million9.86% of portfolio