Wealth Plan Partners, LLC Pimco ETF Tr Municipal Income Transaction History

Wealth Plan Partners, LLC

  • $709 Billion
  • Q1 2025

A detailed history of Wealth Plan Partners, LLC transactions in Pimco ETF Tr Municipal Income stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 5,324 shares of MINO stock, worth $234,788. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,324
Previous 69,089 92.29%
Holding current value
$234,788
Previous $3.11 Billion 92.35%
% of portfolio
0.03%
Previous 0.44%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
SELL
$44.44 - $45.83 $2.83 Million - $2.92 Million
-63,765 Reduced 92.29%
5,324 $238 Million
Q4 2024

Jan 30, 2025
BUY
$44.94 - $46.07 $79,858 - $81,866
1,777 Added 2.64%
69,089 $3.11 Billion
Q3 2024

Nov 05, 2024
SELL
$45.07 - $46.16 $84,686 - $86,734
-1,879 Reduced 2.72%
67,312 $3.11 Billion
Q2 2024

Aug 09, 2024
BUY
$44.89 - $45.65 $42,869 - $43,595
955 Added 1.4%
69,191 $3.14 Billion
Q1 2024

May 07, 2024
SELL
$45.09 - $45.79 $8.29 Million - $8.42 Million
-183,852 Reduced 72.93%
68,236 $3.11 Billion
Q4 2023

Jan 05, 2024
BUY
$42.03 - $45.7 $238,940 - $259,804
5,685 Added 2.31%
252,088 $11.4 Billion
Q3 2023

Nov 01, 2023
BUY
$42.77 - $44.84 $2.68 Million - $2.81 Million
62,679 Added 34.12%
246,403 $10.6 Billion
Q2 2023

Jul 31, 2023
SELL
$43.85 - $44.79 $845,559 - $863,685
-19,283 Reduced 9.5%
183,724 $8.19 Billion
Q1 2023

May 10, 2023
SELL
$43.65 - $45.08 $6.7 Million - $6.92 Million
-153,395 Reduced 43.04%
203,007 $9.02 Billion
Q4 2022

Feb 16, 2023
BUY
$41.62 - $44.41 $6.58 Million - $7.02 Million
157,980 Added 79.62%
356,402 $15.9 Billion
Q1 2022

May 03, 2022
BUY
$46.33 - $50.01 $9.19 Million - $9.92 Million
198,422 New
198,422 $8.91 Million

Others Institutions Holding MINO

# of Institutions
95
Shares Held
4.43M
Call Options Held
0
Put Options Held
0
View Full List

About PIMCO ETF TR MUNICIPAL INCOME

MINO Quotes by TradingView
  • Ticker MINO
  • Sector ETFs
  • Industry ETFs
More about MINO
Track This Portfolio

Track Wealth Plan Partners, LLC Portfolio

Follow Wealth Plan Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Plan Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Plan Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email