Simpli Fi, Inc. Pimco Active Bond Exchange Tra Call Options Transaction History
Simpli Fi, Inc.
- $174 Million
- Q1 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding BOND
# of Institutions
487Shares Held
49.1MCall Options Held
0Put Options Held
0-
Cwm, LLC4.15MShares$382 Million1.53% of portfolio
-
Morgan Stanley New York, NY3.19MShares$294 Million0.02% of portfolio
-
Envestnet Asset Management Inc2.38MShares$219 Million0.07% of portfolio
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Essential Planning, Llc. Portsmouth, NH1.89MShares$174 Million1.15% of portfolio
-
Tectonic Advisors LLC Plano, TX1.63MShares$150 Million9.86% of portfolio