Wealth Plan Investment Management, LLC Pimco Active Bond Exchange Tra Transaction History
Wealth Plan Investment Management, LLC
- $590 Million
- Q1 2024
A detailed history of Wealth Plan Investment Management, LLC transactions in Pimco Active Bond Exchange Tra stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 2,448 shares of BOND stock, worth $222,963. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,448
Previous 3,101
21.06%
Holding current value
$222,963
Previous $286,000
21.68%
% of portfolio
0.04%
Previous 0.05%
Shares
10 transactions
Others Institutions Holding BOND
# of Institutions
417Shares Held
33.9MCall Options Held
0Put Options Held
2.3K-
Cwm, LLC2.96MShares$269 Million1.32% of portfolio
-
Morgan Stanley New York, NY2.5MShares$227 Million0.02% of portfolio
-
Tectonic Advisors LLC Plano, TX1.78MShares$162 Million12.63% of portfolio
-
Envestnet Asset Management Inc1.49MShares$135 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA1.06MShares$96.9 Million0.02% of portfolio