Marshall & Sterling Wealth Advisors Inc. Pimco Active Bond Exchange Tra Transaction History
Marshall & Sterling Wealth Advisors Inc.
- $147 Billion
- Q1 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 35 shares of BOND stock, worth $3,185. This represents 0.0% of its overall portfolio holdings.
Number of Shares
35
Previous 35
-0.0%
Holding current value
$3,185
Previous $3.11 Million
3.57%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding BOND
# of Institutions
508Shares Held
49.4MCall Options Held
6.3KPut Options Held
0-
Cwm, LLC4.15MShares$378 Million1.53% of portfolio
-
Morgan Stanley New York, NY3.15MShares$286 Million0.02% of portfolio
-
Envestnet Asset Management Inc2.38MShares$216 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.81MShares$165 Million0.07% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.68MShares$153 Million0.37% of portfolio