Wealth Management Solutions, LLC Pimco Enhanced Low Duration Ac Transaction History
Wealth Management Solutions, LLC
- $145 Million
- Q3 2023
Shares
3 transactions
Others Institutions Holding LDUR
# of Institutions
174Shares Held
6.73MCall Options Held
0Put Options Held
0-
Cwm, LLC967KShares$92.8 Million0.37% of portfolio
-
Td Capital Management LLC Memphis, TN418KShares$40.1 Million4.09% of portfolio
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Advocacy Wealth Management Services, LLC410KShares$39.3 Million3.3% of portfolio
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Lpl Financial LLC Fort Mill, SC379KShares$36.3 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC360KShares$34.5 Million0.0% of portfolio