Mascoma Wealth Management LLC Pimco Rafi Dynamic Multi Facto Transaction History
Mascoma Wealth Management LLC
- $416 Million
- Q2 2025
A detailed history of Mascoma Wealth Management LLC transactions in Pimco Rafi Dynamic Multi Facto stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 270 shares of MFDX stock, worth $10,065. This represents 0.0% of its overall portfolio holdings.
Number of Shares
270
Previous 268
0.75%
Holding current value
$10,065
Previous $8,000
12.5%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding MFDX
# of Institutions
51Shares Held
8.88MCall Options Held
0Put Options Held
0-
Schiavi & CO LLC Wilmington, DE3.21MShares$120 Million45.11% of portfolio
-
Financial Consulate, Inc1.63MShares$60.7 Million12.03% of portfolio
-
Fundamentun, LLC Beachwood, OH1.23MShares$45.9 Million2.23% of portfolio
-
Mariner, LLC Overland Park, KS877KShares$32.7 Million0.05% of portfolio
-
Austin Wealth Management, LLC Austin, TX270KShares$10.1 Million1.68% of portfolio