Strata Wealth Advisors, LLC Pimco Active Bond Exchange Tra Transaction History
Strata Wealth Advisors, LLC
- $319 Billion
- Q4 2024
A detailed history of Strata Wealth Advisors, LLC transactions in Pimco Active Bond Exchange Tra stock. As of the latest transaction made, Strata Wealth Advisors, LLC holds 12,050 shares of BOND stock, worth $1.11 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
12,050
Previous 12,050
-0.0%
Holding current value
$1.11 Million
Previous $1.14 Billion
4.43%
% of portfolio
0.34%
Previous 0.37%
Shares
1 transactions
Others Institutions Holding BOND
# of Institutions
482Shares Held
46MCall Options Held
0Put Options Held
0-
Cwm, LLC3.74MShares$345 Million1.4% of portfolio
-
Morgan Stanley New York, NY3.19MShares$295 Million0.02% of portfolio
-
Essential Planning, Llc. Portsmouth, NH1.89MShares$175 Million1.15% of portfolio
-
Tectonic Advisors LLC Plano, TX1.63MShares$151 Million9.86% of portfolio
-
Wells Fargo & Company San Francisco, CA1.55MShares$143 Million0.03% of portfolio