Marshall & Sterling Wealth Advisors Inc. Pimco Active Bond Exchange Tra Transaction History
Marshall & Sterling Wealth Advisors Inc.
- $148 Billion
- Q2 2025
A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Pimco Active Bond Exchange Tra stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 36 shares of BOND stock, worth $3,354. This represents 0.0% of its overall portfolio holdings.
Number of Shares
36
Previous 35
2.86%
Holding current value
$3,354
Previous $3.22 Million
0.99%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding BOND
# of Institutions
529Shares Held
51.3MCall Options Held
6.2KPut Options Held
3.2K-
Cwm, LLC3.97MShares$370 Million1.12% of portfolio
-
Morgan Stanley New York, NY2.8MShares$261 Million0.02% of portfolio
-
Envestnet Asset Management Inc2.12MShares$198 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.08MShares$193 Million0.07% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.72MShares$160 Million0.3% of portfolio