Waypoint Wealth Partners Inc. Pimco Active Bond Exchange Tra Transaction History
Waypoint Wealth Partners Inc.
- $344 Million
- Q1 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 4,960 shares of BOND stock, worth $449,028. This represents 0.13% of its overall portfolio holdings.
Number of Shares
4,960
Previous 4,830
2.69%
Holding current value
$449,028
Previous $446,000
2.02%
% of portfolio
0.13%
Previous 0.14%
Shares
8 transactions
Others Institutions Holding BOND
# of Institutions
418Shares 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