Taylor & Morgan Wealth Management, LLC Pimco Active Bond Exchange Tra Transaction History
Taylor & Morgan Wealth Management, LLC
- $128 Million
- Q1 2025
A detailed history of Taylor & Morgan Wealth Management, LLC transactions in Pimco Active Bond Exchange Tra stock. As of the latest transaction made, Taylor & Morgan Wealth Management, LLC holds 22,368 shares of BOND stock, worth $2.04 Million. This represents 1.62% of its overall portfolio holdings.
Number of Shares
22,368
Previous 21,570
3.7%
Holding current value
$2.04 Million
Previous $1.95 Million
5.9%
% of portfolio
1.62%
Previous 1.41%
Shares
2 transactions
Others Institutions Holding BOND
# of Institutions
508Shares Held
49.4MCall Options Held
6.3KPut Options Held
0-
Cwm, LLC4.15MShares$379 Million1.53% of portfolio
-
Morgan Stanley New York, NY3.15MShares$287 Million0.02% of portfolio
-
Envestnet Asset Management Inc2.38MShares$217 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.81MShares$165 Million0.07% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.68MShares$154 Million0.37% of portfolio