Loring Wolcott & Coolidge Fiduciary Advisors LLP Pimco ETF Tr Enhanced Sht Matu Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$11.1 Billion
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 14, 2022	SELL	$101.54 - $101.91 $127,737 - $128,202	-1,258 Closed	0 $0
Q3 2021 Nov 12, 2021	BUY	$101.91 - $102.02 $128,202 - $128,341	1,258 New	1,258 $128,000
Q1 2021 Apr 14, 2021	SELL	$101.91 - $102.15 $152,865 - $153,225	-1,500 Closed	0 $0
Q2 2017 Aug 07, 2017	BUY	N/A	1,500	1,500 $0

Others Institutions Holding MINT

# of Institutions

705

Shares Held

87.8M

Call Options Held

Put Options Held

Jpmorgan Chase & CO New York, NY

24.5M
Shares

$2.46 Billion
0.2% of portfolio
Morgan Stanley New York, NY

7.86M
Shares

$792 Million
0.06% of portfolio
Assetmark, Inc

6.7M
Shares

$675 Million
1.94% of portfolio
Wells Fargo & Company San Francisco, CA

4.3M
Shares

$433 Million
0.1% of portfolio
Hb Wealth Management, LLC

3.19M
Shares

$321 Million
3.46% of portfolio

View Full List

About PIMCO ETF TR ENHANCED SHT MATU

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