Mascoma Wealth Management LLC Pimco Rafi Dynamic Multi Facto Transaction History
Mascoma Wealth Management LLC
- $437 Million
- Q3 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 273 shares of MFDX stock, worth $10,267. This represents 0.0% of its overall portfolio holdings.
Number of Shares
273
Previous 270
1.11%
Holding current value
$10,267
Previous $9,000
11.11%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding MFDX
# of Institutions
55Shares Held
8.92MCall Options Held
0Put Options Held
0-
Schiavi & CO LLC Wilmington, DE3.11MShares$117 Million44.14% of portfolio
-
Financial Consulate, Inc1.63MShares$61.1 Million8.91% of portfolio
-
Fundamentun, LLC Beachwood, OH1.26MShares$47.2 Million2.12% of portfolio
-
Mariner, LLC Overland Park, KS900KShares$33.9 Million0.04% of portfolio
-
Austin Wealth Management, LLC Austin, TX273KShares$10.3 Million1.58% of portfolio