Treasure Coast Financial Planning Pimco Active Bond Exchange Tra Transaction History
Treasure Coast Financial Planning
- $153 Million
- Q1 2024
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 84,055 shares of BOND stock, worth $7.66 Million. This represents 5.05% of its overall portfolio holdings.
Number of Shares
84,055
Previous 71,952
16.82%
Holding current value
$7.66 Million
Previous $6.65 Million
16.09%
% of portfolio
5.05%
Previous 4.64%
Shares
10 transactions
Others Institutions Holding BOND
# of Institutions
417Shares Held
33.9MCall Options Held
0Put Options Held
2.3K-
Cwm, LLC2.96MShares$269 Million1.32% of portfolio
-
Morgan Stanley New York, NY2.5MShares$227 Million0.02% of portfolio
-
Tectonic Advisors LLC Plano, TX1.78MShares$162 Million12.63% of portfolio
-
Envestnet Asset Management Inc1.49MShares$135 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA1.06MShares$96.9 Million0.02% of portfolio