Roger Wittlin Investment Advisory, LLC Pimco ETF Tr Enhanced Sht Matu Transaction History
Roger Wittlin Investment Advisory, LLC
- $168 Million
- Q1 2025
A detailed history of Roger Wittlin Investment Advisory, LLC transactions in Pimco ETF Tr Enhanced Sht Matu stock. As of the latest transaction made, Roger Wittlin Investment Advisory, LLC holds 31,773 shares of MINT stock, worth $3.19 Million. This represents 1.9% of its overall portfolio holdings.
Number of Shares
31,773
Previous 24,913
27.54%
Holding current value
$3.19 Million
Previous $2.5 Million
27.89%
% of portfolio
1.9%
Previous 1.42%
Shares
2 transactions
Others Institutions Holding MINT
# of Institutions
779Shares Held
98MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY27.7MShares$2.78 Billion0.22% of portfolio
-
Morgan Stanley New York, NY7.98MShares$802 Million0.06% of portfolio
-
Assetmark, Inc7.38MShares$742 Million2.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.58MShares$360 Million0.15% of portfolio
-
Wells Fargo & Company San Francisco, CA3.55MShares$356 Million0.08% of portfolio