Us Advisors Wealth Management, LLC Pimco Active Bond Exchange Tra Transaction History
Us Advisors Wealth Management, LLC
- $308 Million
- Q4 2024
A detailed history of Us Advisors Wealth Management, LLC transactions in Pimco Active Bond Exchange Tra stock. As of the latest transaction made, Us Advisors Wealth Management, LLC holds 26,593 shares of BOND stock, worth $2.47 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
26,593
Previous 21,596
23.14%
Holding current value
$2.47 Million
Previous $2.05 Million
17.33%
% of portfolio
0.78%
Previous 0.72%
Shares
5 transactions
Others Institutions Holding BOND
# of Institutions
482Shares Held
45.7MCall Options Held
0Put Options Held
0-
Cwm, LLC3.74MShares$347 Million1.4% of portfolio
-
Morgan Stanley New York, NY3.19MShares$297 Million0.02% of portfolio
-
Essential Planning, Llc. Portsmouth, NH1.89MShares$176 Million1.15% of portfolio
-
Tectonic Advisors LLC Plano, TX1.63MShares$151 Million9.86% of portfolio
-
Wells Fargo & Company San Francisco, CA1.55MShares$144 Million0.03% of portfolio