Stamos Capital Partners, L.P. Pimco Active Bond Exchange Tra Transaction History
Stamos Capital Partners, L.P.
- $407 Million
- Q4 2024
Shares
3 transactions
Others Institutions Holding BOND
# of Institutions
490Shares 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
-
Essential Planning, Llc. Portsmouth, NH1.89MShares$174 Million1.15% of portfolio
-
Tectonic Advisors LLC Plano, TX1.62MShares$150 Million9.65% of portfolio