Opal Wealth Advisors, LLC Pimco Active Bond Exchange Tra Transaction History
Opal Wealth Advisors, LLC
- $325 Million
- Q4 2024
A detailed history of Opal Wealth Advisors, LLC transactions in Pimco Active Bond Exchange Tra stock. As of the latest transaction made, Opal Wealth Advisors, LLC holds 8,321 shares of BOND stock, worth $765,698. This represents 0.23% of its overall portfolio holdings.
Number of Shares
8,321
Previous 8,456
1.6%
Holding current value
$765,698
Previous $800,000
6.0%
% of portfolio
0.23%
Previous 0.25%
Shares
5 transactions
Others Institutions Holding BOND
# of Institutions
482Shares Held
45.7MCall Options Held
0Put Options Held
0-
Cwm, LLC3.74MShares$344 Million1.4% of portfolio
-
Morgan Stanley New York, NY3.19MShares$294 Million0.02% of portfolio
-
Essential Planning, Llc. Portsmouth, NH1.89MShares$174 Million1.15% of portfolio
-
Tectonic Advisors LLC Plano, TX1.63MShares$150 Million9.86% of portfolio
-
Wells Fargo & Company San Francisco, CA1.55MShares$142 Million0.03% of portfolio