Twin Peaks Wealth Advisors, LLC Pimco Active Bond Exchange Tra Transaction History
Twin Peaks Wealth Advisors, LLC
- $217 Billion
- Q3 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 5,689 shares of BOND stock, worth $520,372. This represents 0.25% of its overall portfolio holdings.
Number of Shares
5,689
Previous 6,193
8.14%
Holding current value
$520,372
Previous $564 Million
4.58%
% of portfolio
0.25%
Previous 0.28%
Shares
4 transactions
Others Institutions Holding BOND
# of Institutions
447Shares Held
39.5MCall Options Held
0Put Options Held
0-
Cwm, LLC3.61MShares$330 Million1.47% of portfolio
-
Morgan Stanley New York, NY2.8MShares$256 Million0.02% of portfolio
-
Tectonic Advisors LLC Plano, TX1.83MShares$167 Million11.57% of portfolio
-
Envestnet Asset Management Inc1.57MShares$143 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA1.52MShares$139 Million0.03% of portfolio