Philip James Wealth Mangement, LLC Pimco ETF Tr Enhanced Sht Matu Transaction History
Philip James Wealth Mangement, LLC
- $150 Billion
- Q2 2024
A detailed history of Philip James Wealth Mangement, LLC transactions in Pimco ETF Tr Enhanced Sht Matu stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 5,636 shares of MINT stock, worth $565,178. This represents 0.38% of its overall portfolio holdings.
Number of Shares
5,636
Previous 5,675
0.69%
Holding current value
$565,178
Previous $571 Million
0.57%
% of portfolio
0.38%
Previous 0.4%
Shares
3 transactions
Others Institutions Holding MINT
# of Institutions
713Shares Held
89.9MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY23.1MShares$2.32 Billion0.21% of portfolio
-
Wells Fargo & Company San Francisco, CA9.1MShares$912 Million0.23% of portfolio
-
Morgan Stanley New York, NY8.09MShares$811 Million0.06% of portfolio
-
Assetmark, Inc6.06MShares$608 Million1.9% of portfolio
-
Hb Wealth Management, LLC2.99MShares$300 Million3.5% of portfolio