Taylor & Morgan Wealth Management, LLC Pimco Active Bond Exchange Tra Transaction History
Taylor & Morgan Wealth Management, LLC
- $138 Million
- Q4 2024
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 21,570 shares of BOND stock, worth $1.95 Million. This represents 1.41% of its overall portfolio holdings.
Number of Shares
21,570Holding current value
$1.95 Million% of portfolio
1.41%Shares
1 transactions
Others Institutions Holding BOND
# of Institutions
455Shares Held
39.6MCall Options Held
0Put Options Held
0-
Cwm, LLC3.61MShares$326 Million1.47% of portfolio
-
Morgan Stanley New York, NY2.8MShares$253 Million0.02% of portfolio
-
Tectonic Advisors LLC Plano, TX1.83MShares$165 Million11.57% of portfolio
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Envestnet Asset Management Inc1.57MShares$141 Million0.05% of portfolio
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Wells Fargo & Company San Francisco, CA1.52MShares$137 Million0.03% of portfolio