Merriman Wealth Management, LLC Pimco Active Bond Exchange Tra Transaction History
Merriman Wealth Management, LLC
- $2.16 Billion
- Q1 2024
A detailed history of Merriman Wealth Management, LLC transactions in Pimco Active Bond Exchange Tra stock. As of the latest transaction made, Merriman Wealth Management, LLC holds 64,392 shares of BOND stock, worth $5.86 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
64,392
Previous 64,826
0.67%
Holding current value
$5.86 Million
Previous $5.99 Million
1.3%
% of portfolio
0.27%
Previous 0.3%
Shares
7 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