Townsend Asset Management Corp Pimco Rafi Dynamic Multi Facto Transaction History
Townsend Asset Management Corp
- $251 Million
- Q1 2024
Shares
5 transactions
Others Institutions Holding MFUS
# of Institutions
18Shares Held
2.71MCall Options Held
0Put Options Held
0-
Schiavi & CO LLC Wilmington, DE1.33MShares$63.2 Million24.79% of portfolio
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Austin Wealth Management, LLC Austin, TX544KShares$25.8 Million6.28% of portfolio
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Baker Ellis Asset Management LLC219KShares$10.4 Million1.55% of portfolio
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Williams & Novak, LLC Westlake Village, CA139KShares$6.61 Million6.64% of portfolio
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Dynamic Advisor Solutions LLC137KShares$6.51 Million0.22% of portfolio