Waypoint Wealth Partners Inc. Pimco Active Bond Exchange Tra Transaction History
Waypoint Wealth Partners Inc.
- $354 Million
- Q4 2024
A detailed history of Waypoint Wealth Partners Inc. transactions in Pimco Active Bond Exchange Tra stock. As of the latest transaction made, Waypoint Wealth Partners Inc. holds 5,782 shares of BOND stock, worth $529,168. This represents 0.15% of its overall portfolio holdings.
Number of Shares
5,782
Previous 5,308
8.93%
Holding current value
$529,168
Previous $502,000
3.98%
% of portfolio
0.15%
Previous 0.14%
Shares
11 transactions
Others Institutions Holding BOND
# of Institutions
481Shares Held
46.7MCall Options Held
0Put Options Held
0-
Cwm, LLC3.74MShares$342 Million1.4% of portfolio
-
Morgan Stanley New York, NY3.19MShares$292 Million0.02% of portfolio
-
Essential Planning, Llc. Portsmouth, NH1.89MShares$173 Million1.15% of portfolio
-
Tectonic Advisors LLC Plano, TX1.63MShares$149 Million9.86% of portfolio
-
Wells Fargo & Company San Francisco, CA1.55MShares$142 Million0.03% of portfolio