Morris Financial Concepts, Inc. Pimco Active Bond Exchange Tra Transaction History
Morris Financial Concepts, Inc.
- $271 Million
- Q3 2025
A detailed history of Morris Financial Concepts, Inc. transactions in Pimco Active Bond Exchange Tra stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 145 shares of BOND stock, worth $13,528. This represents 0.0% of its overall portfolio holdings.
Number of Shares
145
Previous 151
3.97%
Holding current value
$13,528
Previous $13,000
-0.0%
% of portfolio
0.0%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding BOND
# of Institutions
523Shares Held
52.3MCall Options Held
15KPut Options Held
0-
Cwm, LLC3.97MShares$371 Million1.12% of portfolio
-
Morgan Stanley New York, NY2.96MShares$276 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.31MShares$215 Million0.07% of portfolio
-
Envestnet Asset Management Inc2.12MShares$198 Million0.06% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.67MShares$156 Million0.23% of portfolio