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
164Shares Held
6.91MCall Options Held
0Put Options Held
0-
Cwm, LLC987KShares$93.4 Million0.46% of portfolio
-
Bank Of America Corp Charlotte, NC502KShares$47.5 Million0.0% of portfolio
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Td Capital Management LLC Memphis, TN404KShares$38.3 Million4.11% of portfolio
-
Advocacy Wealth Management Services, LLC387KShares$36.6 Million3.44% of portfolio
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Morgan Stanley New York, NY321KShares$30.4 Million0.0% of portfolio