Mascoma Wealth Management LLC Pimco Rafi Dynamic Multi Facto Put Options Transaction History

Mascoma Wealth Management LLC

$389 Million
Q1 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding MFEM

# of Institutions

38

Shares Held

4.88M

Call Options Held

0

Put Options Held

0

Schiavi & CO LLC Wilmington, DE

882K
Shares

$16.4 Million
6.55% of portfolio
Envestnet Asset Management Inc

823K
Shares

$15.3 Million
0.01% of portfolio
Park Avenue Securities LLC

658K
Shares

$12.3 Million
0.15% of portfolio
Sanctuary Advisors, LLC Indianapolis, IN

549K
Shares

$10.2 Million
0.07% of portfolio
Pasadena Private Wealth, LLC Pasadena, CA

330K
Shares

$6.15 Million
1.37% of portfolio

About PIMCO RAFI DYNAMIC MULTI-FACTO

Ticker MFEM
Sector ETFs
Industry ETFs

More about MFEM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mascoma Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mascoma Wealth Management LLC with notifications on news.