Modern Wealth Management, LLC Pimco ETF Tr Enhanced Sht Matu Transaction History
Modern Wealth Management, LLC
- $1.11 Trillion
- Q1 2024
A detailed history of Modern Wealth Management, LLC transactions in Pimco ETF Tr Enhanced Sht Matu stock. As of the latest transaction made, Modern Wealth Management, LLC holds 6,739 shares of MINT stock, worth $676,056. This represents 0.06% of its overall portfolio holdings.
Number of Shares
6,739
Previous 9,042
25.47%
Holding current value
$676,056
Previous $902 Million
25.06%
% of portfolio
0.06%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding MINT
# of Institutions
679Shares Held
80MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY17.4MShares$1.75 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA8.76MShares$879 Million0.21% of portfolio
-
Morgan Stanley New York, NY8.08MShares$811 Million0.07% of portfolio
-
Assetmark, Inc5.49MShares$551 Million1.81% of portfolio
-
Hb Wealth Management, LLC2.67MShares$268 Million3.36% of portfolio