Planning Alternatives LTD Pimco Active Bond Exchange Tra Transaction History
Planning Alternatives LTD
- $648 Million
- Q1 2025
Shares
4 transactions
Others Institutions Holding BOND
# of Institutions
511Shares Held
49MCall Options Held
6.3KPut Options Held
0-
Cwm, LLC3.86MShares$356 Million1.26% of portfolio
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Morgan Stanley New York, NY3.15MShares$290 Million0.02% of portfolio
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Envestnet Asset Management Inc2.18MShares$201 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC1.81MShares$167 Million0.07% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ1.68MShares$155 Million0.37% of portfolio