Tobias Financial Advisors, Inc. Pimco Enhanced Low Duration Ac Put Options Transaction History
Tobias Financial Advisors, Inc.
- $569 Million
- Q2 2025
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding LDUR
# of Institutions
177Shares Held
7.65MCall Options Held
0Put Options Held
0-
Cwm, LLC867KShares$83.1 Million0.29% of portfolio
-
Wells Fargo & Company San Francisco, CA649KShares$62.2 Million0.01% of portfolio
-
Advocacy Wealth Management Services, LLC440KShares$42.2 Million3.26% of portfolio
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Td Capital Management LLC Memphis, TN437KShares$41.9 Million4.03% of portfolio
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Lpl Financial LLC Fort Mill, SC403KShares$38.6 Million0.01% of portfolio