Stonebridge Financial Planning Group, LLC Pimco Active Bond Exchange Tra Transaction History
Stonebridge Financial Planning Group, LLC
- $215 Million
- Q4 2024
A detailed history of Stonebridge Financial Planning Group, LLC transactions in Pimco Active Bond Exchange Tra stock. As of the latest transaction made, Stonebridge Financial Planning Group, LLC holds 2,741 shares of BOND stock, worth $252,418. This represents 0.11% of its overall portfolio holdings.
Number of Shares
2,741
Previous 2,741
-0.0%
Holding current value
$252,418
Previous $259,000
4.63%
% of portfolio
0.11%
Previous 0.13%
Shares
1 transactions
Others Institutions Holding BOND
# of Institutions
485Shares Held
48.6MCall Options Held
0Put Options Held
0-
Cwm, LLC3.74MShares$344 Million1.4% 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, TX1.63MShares$150 Million9.86% of portfolio