Mine & Arao Wealth Creation & Management, Llc. Pimco Active Bond Exchange Tra Transaction History
Mine & Arao Wealth Creation & Management, Llc.
- $215 Million
- Q3 2024
Shares
6 transactions
Others Institutions Holding BOND
# of Institutions
449Shares Held
39.9MCall Options Held
0Put Options Held
0-
Cwm, LLC3.61MShares$328 Million1.47% of portfolio
-
Morgan Stanley New York, NY2.8MShares$255 Million0.02% of portfolio
-
Tectonic Advisors LLC Plano, TX1.83MShares$166 Million11.57% of portfolio
-
Envestnet Asset Management Inc1.57MShares$142 Million0.05% of portfolio
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Wells Fargo & Company San Francisco, CA1.52MShares$138 Million0.03% of portfolio