Lodestone Wealth Management LLC Pimco ETF Tr Enhanced Sht Matu Transaction History
Lodestone Wealth Management LLC
- $191 Billion
- Q1 2024
A detailed history of Lodestone Wealth Management LLC transactions in Pimco ETF Tr Enhanced Sht Matu stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 5,650 shares of MINT stock, worth $566,808. This represents 0.3% of its overall portfolio holdings.
Number of Shares
5,650
Previous 6,144
8.04%
Holding current value
$566,808
Previous $613 Million
7.35%
% of portfolio
0.3%
Previous 0.35%
Shares
6 transactions
Others Institutions Holding MINT
# of Institutions
679Shares Held
80MCall 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$879 Million0.21% of portfolio
-
Morgan Stanley New York, NY8.08MShares$811 Million0.07% of portfolio
-
Assetmark, Inc5.49MShares$551 Million1.81% of portfolio
-
Hb Wealth Management, LLC2.67MShares$268 Million3.36% of portfolio