Treasure Coast Financial Planning Pimco Active Bond Exchange Tra Transaction History
Treasure Coast Financial Planning
- $159 Million
- Q1 2025
A detailed history of Treasure Coast Financial Planning transactions in Pimco Active Bond Exchange Tra stock. As of the latest transaction made, Treasure Coast Financial Planning holds 84,846 shares of BOND stock, worth $7.81 Million. This represents 4.93% of its overall portfolio holdings.
Number of Shares
84,846
Previous 82,845
2.42%
Holding current value
$7.81 Million
Previous $7.49 Million
4.74%
% of portfolio
4.93%
Previous 4.96%
Shares
14 transactions
Others Institutions Holding BOND
# of Institutions
490Shares Held
49.3MCall Options Held
0Put Options Held
0-
Cwm, LLC4.15MShares$382 Million1.53% of portfolio
-
Morgan Stanley New York, NY3.19MShares$294 Million0.02% of portfolio
-
Envestnet Asset Management Inc2.38MShares$219 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.81MShares$166 Million0.07% of portfolio
-
Tectonic Advisors LLC Plano, TX1.62MShares$150 Million9.65% of portfolio