Morris Financial Concepts, Inc. Pimco Active Bond Exchange Tra Transaction History
Morris Financial Concepts, Inc.
- $234 Million
- Q1 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 151 shares of BOND stock, worth $13,819. This represents 0.01% of its overall portfolio holdings.
Number of Shares
151Holding current value
$13,819% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding BOND
# of Institutions
482Shares Held
48.5MCall Options Held
0Put Options Held
0-
Cwm, LLC3.74MShares$342 Million1.4% of portfolio
-
Morgan Stanley New York, NY3.19MShares$292 Million0.02% of portfolio
-
Envestnet Asset Management Inc2.38MShares$217 Million0.07% of portfolio
-
Essential Planning, Llc. Portsmouth, NH1.89MShares$173 Million1.15% of portfolio
-
Tectonic Advisors LLC Plano, TX1.63MShares$149 Million9.86% of portfolio