Wr Wealth Planners, LLC Pimco Active Bond Exchange Tra Call Options Transaction History
Wr Wealth Planners, LLC
- $347 Million
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding BOND
# of Institutions
431Shares Held
37.4MCall Options Held
0Put Options Held
0-
Cwm, LLC3.61MShares$332 Million1.47% of portfolio
-
Morgan Stanley New York, NY2.89MShares$265 Million0.02% of portfolio
-
Tectonic Advisors LLC Plano, TX1.83MShares$168 Million11.57% of portfolio
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Envestnet Asset Management Inc1.57MShares$144 Million0.05% of portfolio
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Lpl Financial LLC Fort Mill, SC1.27MShares$117 Million0.06% of portfolio