Minich Mac Gregor Wealth Management, LLC Pimco Active Bond Exchange Tra Transaction History
Minich Mac Gregor Wealth Management, LLC
- $388 Million
- Q1 2024
A detailed history of Minich Mac Gregor Wealth Management, LLC transactions in Pimco Active Bond Exchange Tra stock. As of the latest transaction made, Minich Mac Gregor Wealth Management, LLC holds 76,272 shares of BOND stock, worth $6.95 Million. This represents 1.81% of its overall portfolio holdings.
Number of Shares
76,272
Previous 73,128
4.3%
Holding current value
$6.95 Million
Previous $6.76 Million
3.64%
% of portfolio
1.81%
Previous 1.98%
Shares
10 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