Palumbo Wealth Management LLC Pimco ETF Tr Enhanced Sht Matu Transaction History
Palumbo Wealth Management LLC
- $217 Million
- Q1 2024
A detailed history of Palumbo Wealth Management LLC transactions in Pimco ETF Tr Enhanced Sht Matu stock. As of the latest transaction made, Palumbo Wealth Management LLC holds 8,896 shares of MINT stock, worth $892,001. This represents 0.41% of its overall portfolio holdings.
Number of Shares
8,896
Previous 10,294
13.58%
Holding current value
$892,001
Previous $1.03 Million
12.95%
% of portfolio
0.41%
Previous 0.54%
Shares
14 transactions
Others Institutions Holding MINT
# of Institutions
678Shares Held
80MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY17.4MShares$1.75 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA8.76MShares$878 Million0.21% of portfolio
-
Morgan Stanley New York, NY8.08MShares$810 Million0.07% of portfolio
-
Assetmark, Inc5.49MShares$551 Million1.81% of portfolio
-
Hb Wealth Management, LLC2.67MShares$268 Million3.36% of portfolio