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 $13,601. This represents 0.0% of its overall portfolio holdings.
Number of Shares
145
Previous 151
3.97%
Holding current value
$13,601
Previous $13,000
-0.0%
% of portfolio
0.0%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding BOND
# of Institutions
525Shares Held
50.7MCall Options Held
6.2KPut Options Held
3.2K-
Cwm, LLC3.97MShares$373 Million1.12% of portfolio
-
Morgan Stanley New York, NY2.8MShares$263 Million0.02% of portfolio
-
Envestnet Asset Management Inc2.18MShares$205 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.08MShares$195 Million0.07% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.72MShares$161 Million0.3% of portfolio