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Get Institutions for : 
Pimco Enhanced Short Maturity Active Esg Exch Tr (EMNT)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 56    8
Total shares held : 
 1,178,047  
% of shares held : 
 13.09%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -1  
Amount of shares held : 
 77,775  
% of shares held change : 
   0.86%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
3
 3,056
 0.26%
 
Increased Positions :
25
 225,415
 19.13%
 
Unchanged Positions :
10
 302,668
 25.69%
 
Decreased Positions :
18
-106,674
-9.06%
 
Closed Positions :
11
-44,022
-3.74%
 
Guru Positions :
0
 0%
 
View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 2993 - 2024-03-31 147,174 $14,513,000 -44,822
   HPM Partners LLC 551 - 2024-03-31 72,453 $7,145,000 -3,689
   Rain Capital Management LLC 16 - 2024-03-31 20,829 $2,054,000 -3,220
   Orion Portfolio Solutions LLC 744 - 2024-03-31 16,905 $1,667,000 -5,138
   First Affirmative Financial Network 12 - 2024-03-31 15,196 $1,499,000 -362
   MODERA WEALTH MANAGEMENT, LLC 267 - 2024-03-31 13,216 $1,303,000 -845
   Walkner Condon Financial Advisors LLC 94 - 2024-03-31 10,710 $1,056,000 -1,615
   Mascoma Wealth Management LLC 48 - 2024-03-31 5,640 $556,000 -2,868
   Round Rock Advisors LLC 126 - 2024-03-31 4,312 $425,000 -60
   ENVESTNET ASSET MANAGEMENT INC 3566 - 2024-03-31 3,842 $379,000 -154
   CWM LLC 1593 - 2024-03-31 1,650 $163,000 -1,485
   HANSON MCCLAIN, INC. 934 - 2024-03-31 1,293 $128,000 -63
   PRIVATE TRUST CO NA 1188 - 2024-03-31 400 $39,000 -502
  13 Records found
  1    
  Page 1 of 1
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