Wbi Investments, Inc. Pimco Rafi Dynamic Multi Facto Transaction History
Wbi Investments, Inc.
- $378 Million
- Q4 2024
Shares
6 transactions
Others Institutions Holding MFUS
# of Institutions
27Shares Held
2.85MCall Options Held
0Put Options Held
0-
Schiavi & CO LLC Wilmington, DE1.36MShares$66.4 Million26.37% of portfolio
-
Austin Wealth Management, LLC Austin, TX563KShares$27.4 Million5.93% of portfolio
-
Baker Ellis Asset Management LLC229KShares$11.2 Million1.71% of portfolio
-
Williams & Novak, LLC Westlake Village, CA135KShares$6.59 Million6.46% of portfolio
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Marshall Investment Management, LLC Littleton, CO108KShares$5.25 Million3.18% of portfolio