Twin Peaks Wealth Advisors, LLC Pimco Active Bond Exchange Tra Transaction History
Twin Peaks Wealth Advisors, LLC
- $180 Billion
- Q1 2024
A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Pimco Active Bond Exchange Tra stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 6,812 shares of BOND stock, worth $616,554. This represents 0.35% of its overall portfolio holdings.
Number of Shares
6,812
Previous 5,682
19.89%
Holding current value
$616,554
Previous $525 Million
19.12%
% of portfolio
0.35%
Previous 0.34%
Shares
2 transactions
Others Institutions Holding BOND
# of Institutions
416Shares Held
33.9MCall Options Held
0Put Options Held
2.3K-
Cwm, LLC2.96MShares$268 Million1.32% of portfolio
-
Morgan Stanley New York, NY2.5MShares$226 Million0.02% of portfolio
-
Tectonic Advisors LLC Plano, TX1.78MShares$161 Million12.63% of portfolio
-
Envestnet Asset Management Inc1.49MShares$135 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA1.06MShares$96.3 Million0.02% of portfolio