Mascoma Wealth Management LLC Pimco Active Bond Exchange Tra Transaction History
Mascoma Wealth Management LLC
- $351 Million
- Q1 2024
A detailed history of Mascoma Wealth Management LLC transactions in Pimco Active Bond Exchange Tra stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 1,480 shares of BOND stock, worth $134,798. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,480
Previous 2,485
40.44%
Holding current value
$134,798
Previous $229,000
41.05%
% of portfolio
0.04%
Previous 0.07%
Shares
10 transactions
Others Institutions Holding BOND
# of Institutions
417Shares Held
33.9MCall Options Held
0Put Options Held
2.3K-
Cwm, LLC2.96MShares$269 Million1.32% of portfolio
-
Morgan Stanley New York, NY2.5MShares$227 Million0.02% of portfolio
-
Tectonic Advisors LLC Plano, TX1.78MShares$162 Million12.63% of portfolio
-
Envestnet Asset Management Inc1.49MShares$135 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA1.06MShares$96.9 Million0.02% of portfolio