Who owns Metwest Ttl Ret Bd I mutual fund?
- Ticker: MWTIX
- CUSIP Number: 592905509
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Analyze quarterly positions in Metwest Ttl Ret Bd I mutual fund with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Metwest Ttl Ret Bd I mutual fund this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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Atlas Wealth | 32k | $288M | 100% | Jun 2024 |
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Encompass Wealth Advisors | 10k | $95k | 0% | Sep 2024 |
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Tucker Asset Management | 289.00 | $2.6k | 1% | Jun 2024 |
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Who sold out of Metwest Ttl Ret Bd I mutual fund?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
ORG Partners | Jun 2024 | 14k | $126k |
Financial Gravity Wealth | Mar 2024 | 542.00 | $4.9k |