West Financial Advisors, LLC Pimco ETF Tr 1 5 Yr High Yield Transaction History
West Financial Advisors, LLC
- $518 Million
- Q4 2024
A detailed history of West Financial Advisors, LLC transactions in Pimco ETF Tr 1 5 Yr High Yield stock. As of the latest transaction made, West Financial Advisors, LLC holds 140,353 shares of HYS stock, worth $13.4 Million. This represents 2.54% of its overall portfolio holdings.
Number of Shares
140,353
Previous 138,688
1.2%
Holding current value
$13.4 Million
Previous $13.2 Million
0.72%
% of portfolio
2.54%
Previous 2.56%
Shares
5 transactions
Others Institutions Holding HYS
# of Institutions
258Shares Held
8.23MCall Options Held
0Put Options Held
0-
Assetmark, Inc666KShares$63.5 Million0.17% of portfolio
-
Morgan Stanley New York, NY651KShares$62.1 Million0.0% of portfolio
-
Envestnet Asset Management Inc568KShares$54.2 Million0.02% of portfolio
-
Ubs Group Ag340KShares$32.4 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL309KShares$29.5 Million0.06% of portfolio