Wbi Investments, Inc. Pimco Rafi Dynamic Multi Facto Transaction History
Wbi Investments, Inc.
- $469 Million
- Q1 2024
Shares
6 transactions
Others Institutions Holding MFUS
# of Institutions
18Shares Held
2.71MCall Options Held
0Put Options Held
0-
Schiavi & CO LLC Wilmington, DE1.33MShares$63 Million24.79% of portfolio
-
Austin Wealth Management, LLC Austin, TX544KShares$25.8 Million6.28% of portfolio
-
Baker Ellis Asset Management LLC219KShares$10.4 Million1.55% of portfolio
-
Williams & Novak, LLC Westlake Village, CA139KShares$6.6 Million6.64% of portfolio
-
Dynamic Advisor Solutions LLC137KShares$6.49 Million0.22% of portfolio