West Financial Advisors, LLC Pimco ETF Tr 1 5 Yr High Yield Transaction History
West Financial Advisors, LLC
- $518 Million
- Q3 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 138,688 shares of HYS stock, worth $13.1 Million. This represents 2.56% of its overall portfolio holdings.
Number of Shares
138,688
Previous 69,280
100.18%
Holding current value
$13.1 Million
Previous $6.42 Million
106.23%
% of portfolio
2.56%
Previous 1.33%
Shares
4 transactions
Others Institutions Holding HYS
# of Institutions
251Shares Held
9.14MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY838KShares$79.4 Million0.01% of portfolio
-
Morgan Stanley New York, NY755KShares$71.5 Million0.01% of portfolio
-
Assetmark, Inc666KShares$63 Million0.18% of portfolio
-
Envestnet Asset Management Inc568KShares$53.7 Million0.02% of portfolio
-
Allianz Asset Management Gmb H Munich, 2M424KShares$40.1 Million0.06% of portfolio