Wealth Plan Partners, LLC Pimco ETF Tr Enhanced Sht Matu Transaction History
Wealth Plan Partners, LLC
- $966 Billion
- Q1 2024
A detailed history of Wealth Plan Partners, LLC transactions in Pimco ETF Tr Enhanced Sht Matu stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 60,719 shares of MINT stock, worth $6.09 Million. This represents 0.63% of its overall portfolio holdings.
Number of Shares
60,719
Previous 60,812
0.15%
Holding current value
$6.09 Million
Previous $6.07 Billion
0.6%
% of portfolio
0.63%
Previous 0.62%
Shares
21 transactions
Others Institutions Holding MINT
# of Institutions
679Shares Held
80MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY17.4MShares$1.75 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA8.76MShares$879 Million0.21% of portfolio
-
Morgan Stanley New York, NY8.08MShares$811 Million0.07% of portfolio
-
Assetmark, Inc5.49MShares$551 Million1.81% of portfolio
-
Hb Wealth Management, LLC2.67MShares$268 Million3.36% of portfolio