Moneta Group Investment Advisors LLC Allspring Income Opportunities Fund Transaction History

Moneta Group Investment Advisors LLC

$7.05 Billion
Q4 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2018 Nov 13, 2018	SELL	$7.88 - $8.08 $31,953 - $32,764	-4,055 Closed	0 $0
Q2 2018 Aug 15, 2018	SELL	$7.95 - $8.13 $225,350 - $230,452	-28,346 Reduced 87.48%	4,055 $32,000
Q2 2018 Aug 14, 2018	BUY	$7.95 - $8.13 $257,587 - $263,420	32,401 New	32,401 $32,000

Others Institutions Holding EAD

# of Institutions

83

Shares Held

15.4M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

3.77M
Shares

$26.3 Million
0.0% of portfolio
Pathstone Holdings, LLC Englewood, NJ

1.5M
Shares

$10.5 Million
0.05% of portfolio
Sit Investment Associates Inc Minneapolis, MN

1.25M
Shares

$8.75 Million
0.2% of portfolio
Rivernorth Capital Management, LLC West Palm Beach, FL

1.23M
Shares

$8.58 Million
0.48% of portfolio
Cohen & Steers, Inc. New York, NY

968K
Shares

$6.77 Million
0.01% of portfolio

About ALLSPRING INCOME OPPORTUNITIES FUND

Ticker EAD
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Wells Fargo Advantage Funds - Allspring Income Opportunities Fund is a closed-ended fixed income mutual fund launched and managed by Wells Fargo Funds Management, LLC. It is co-managed by Wells Capital Management Incorporated. The fund invests in the fixed income markets of the United States. It primarily invests in below investment grade debt s...

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Moneta Group Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moneta Group Investment Advisors LLC with notifications on news.